SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,059 | -0.4% | 43 | 0.0% | 0.00% | – |
| Q2 2023 | $2,067 | -95.1% | 43 | -95.0% | 0.00% | -100.0% |
| Q1 2023 | $42,203 | +1934.9% | 865 | +1911.6% | 0.00% | – |
| Q4 2022 | $2,074 | +3.7% | 43 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -90.5% | 43 | -90.2% | 0.00% | -100.0% |
| Q1 2022 | $21,000 | +320.0% | 441 | +341.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | -66.7% | 100 | -66.6% | 0.00% | -100.0% |
| Q3 2020 | $15,000 | +15.4% | 299 | +16.8% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | 0.0% | 256 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | -98.5% | 256 | -98.5% | 0.00% | -97.9% |
| Q4 2019 | $878,000 | +12442.9% | 17,413 | +10991.1% | 0.05% | – |
| Q3 2019 | $7,000 | 0.0% | 157 | 0.0% | 0.00% | – |
| Q2 2019 | $7,000 | -98.6% | 157 | -98.4% | 0.00% | -100.0% |
| Q1 2019 | $497,000 | -7.3% | 9,908 | -7.9% | 0.03% | -17.5% |
| Q4 2018 | $536,000 | +13300.0% | 10,756 | +10656.0% | 0.04% | – |
| Q3 2018 | $4,000 | -81.8% | 100 | -77.5% | 0.00% | -100.0% |
| Q2 2018 | $22,000 | – | 444 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 344,050 | $17,054,546 | 12.25% |
| Quantum Capital Management, LLC / NJ | 579,803 | $28,741,000 | 7.92% |
| MinichMacGregor Wealth Management, LLC | 226,718 | $11,224,000 | 7.40% |
| USAdvisors Wealth Management, LLC | 204,832 | $10,154,000 | 7.27% |
| Hilton Capital Management, LLC | 874,144 | $43,331,000 | 6.47% |
| Invst, LLC | 229,185 | $11,347,000 | 5.78% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 165,178 | $8,187,000 | 5.02% |
| Allen Capital Group, LLC | 297,613 | $14,753,000 | 4.90% |
| JUNCTURE WEALTH STRATEGIES, LLC | 184,289 | $9,135,000 | 4.78% |
| Relaxing Retirement Coach | 312,837 | $15,502,000 | 4.65% |