SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $207 | -10.4% | 4,286 | -7.9% | 0.02% | 0.0% |
| Q1 2022 | $231 | -30.0% | 4,653 | -28.4% | 0.02% | -38.5% |
| Q4 2021 | $330 | -99.9% | 6,495 | +5.9% | 0.03% | -67.9% |
| Q2 2020 | $317,000 | -86.4% | 6,136 | -86.4% | 0.08% | -86.5% |
| Q1 2020 | $2,326,000 | -42.9% | 44,962 | -44.3% | 0.60% | -39.9% |
| Q4 2019 | $4,077,000 | -27.1% | 80,760 | -26.9% | 1.00% | -29.7% |
| Q3 2019 | $5,590,000 | -14.2% | 110,488 | -14.2% | 1.42% | -28.3% |
| Q2 2019 | $6,513,000 | -10.1% | 128,731 | -10.8% | 1.98% | -25.4% |
| Q1 2019 | $7,247,000 | – | 144,383 | – | 2.66% | – |
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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% |