SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,845 | +5.1% | 7,243 | +5.5% | 0.16% | +14.6% |
| Q2 2023 | $330,099 | +6.9% | 6,868 | +8.6% | 0.14% | +3.8% |
| Q1 2023 | $308,666 | +20.6% | 6,326 | +19.3% | 0.13% | +2.3% |
| Q4 2022 | $255,840 | +0.3% | 5,303 | +0.5% | 0.13% | -10.4% |
| Q3 2022 | $255,000 | +0.4% | 5,278 | +2.3% | 0.14% | +16.1% |
| Q2 2022 | $254,000 | -10.2% | 5,161 | -9.5% | 0.12% | +11.7% |
| Q1 2022 | $283,000 | +8.0% | 5,704 | +10.7% | 0.11% | -14.0% |
| Q4 2021 | $262,000 | -0.8% | 5,151 | +0.1% | 0.13% | +18.3% |
| Q3 2021 | $264,000 | +0.4% | 5,148 | +0.1% | 0.11% | +6.9% |
| Q2 2021 | $263,000 | +0.8% | 5,144 | +1.0% | 0.10% | -12.1% |
| Q1 2021 | $261,000 | -27.7% | 5,092 | -27.5% | 0.12% | -30.1% |
| Q4 2020 | $361,000 | -1.4% | 7,023 | -1.1% | 0.17% | -22.1% |
| Q3 2020 | $366,000 | – | 7,104 | – | 0.21% | – |
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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% |