SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $17,961,794 | +4.3% | 372,342 | +4.3% | 31.05% | -1.8% |
| Q3 2022 | $17,226,000 | -4.5% | 356,953 | -2.6% | 31.62% | -34.1% |
| Q2 2022 | $18,029,000 | +0.2% | 366,519 | +0.9% | 47.98% | +184.8% |
| Q1 2022 | $17,992,000 | +0.0% | 363,197 | +2.7% | 16.85% | +33.3% |
| Q4 2021 | $17,989,000 | -9.7% | 353,780 | -9.1% | 12.64% | -0.9% |
| Q3 2021 | $19,912,000 | +81.2% | 388,983 | +81.3% | 12.76% | +72.9% |
| Q2 2021 | $10,990,000 | +3.0% | 214,566 | +3.2% | 7.38% | -11.6% |
| Q1 2021 | $10,665,000 | – | 207,871 | – | 8.34% | – |
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% |