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 | $248,987 | -16.1% | 5,199 | -15.8% | 0.06% | -8.5% |
| Q2 2023 | $296,933 | -1.1% | 6,178 | +0.4% | 0.07% | -7.8% |
| Q1 2023 | $300,207 | +29.6% | 6,153 | +28.1% | 0.08% | +18.5% |
| Q4 2022 | $231,686 | +0.7% | 4,803 | +0.7% | 0.06% | -12.2% |
| Q3 2022 | $230,092 | +12.8% | 4,768 | +15.1% | 0.07% | +15.6% |
| Q2 2022 | $204,000 | -91.0% | 4,144 | -90.9% | 0.06% | -89.1% |
| Q1 2022 | $2,260,000 | -1.8% | 45,616 | +0.8% | 0.59% | -0.7% |
| Q4 2021 | $2,301,000 | +9.6% | 45,241 | +10.3% | 0.59% | -6.3% |
| Q3 2021 | $2,100,000 | +2.6% | 41,015 | +2.6% | 0.63% | +6.6% |
| Q2 2021 | $2,047,000 | -3.5% | 39,964 | -3.3% | 0.59% | -19.6% |
| Q1 2021 | $2,121,000 | +1.6% | 41,342 | +1.8% | 0.74% | -0.5% |
| Q4 2020 | $2,087,000 | +14.0% | 40,606 | +14.2% | 0.74% | +2.8% |
| Q3 2020 | $1,831,000 | -41.6% | 35,545 | -41.5% | 0.72% | -48.5% |
| Q2 2020 | $3,136,000 | +57.0% | 60,746 | +57.3% | 1.40% | +25.9% |
| Q1 2020 | $1,998,000 | +375.7% | 38,615 | +363.9% | 1.11% | +523.6% |
| Q4 2019 | $420,000 | – | 8,324 | – | 0.18% | – |
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% |