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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,189,000 | +599.4% | 45,376 | +612.1% | 0.73% | +543.9% |
| Q2 2022 | $313,000 | +39.1% | 6,372 | +40.5% | 0.11% | +67.6% |
| Q1 2022 | $225,000 | -32.6% | 4,535 | -31.0% | 0.07% | -45.6% |
| Q4 2021 | $334,000 | -12.8% | 6,575 | -12.3% | 0.12% | -31.7% |
| Q3 2021 | $383,000 | +7.9% | 7,497 | +8.2% | 0.18% | +17.3% |
| Q2 2021 | $355,000 | -99.8% | 6,928 | +135.5% | 0.16% | +45.8% |
| Q3 2020 | $151,516,000 | +56647.6% | 2,942 | -45.2% | 0.11% | -55.4% |
| Q4 2018 | $267,000 | – | 5,366 | – | 0.24% | – |
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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% |