SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,129,830 | +1.7% | 629,147 | +2.0% | 8.06% | +3.5% |
| Q2 2023 | $29,631,315 | +3.3% | 616,548 | +4.9% | 7.78% | -1.0% |
| Q1 2023 | $28,677,015 | +1.6% | 587,764 | +0.4% | 7.86% | -3.1% |
| Q4 2022 | $28,233,850 | +28.9% | 585,279 | +29.0% | 8.12% | +20.9% |
| Q3 2022 | $21,904,000 | -25.2% | 453,865 | -23.8% | 6.71% | -31.5% |
| Q2 2022 | $29,303,000 | -5.7% | 595,719 | -5.0% | 9.80% | +5.8% |
| Q1 2022 | $31,061,000 | -0.6% | 626,980 | +2.1% | 9.26% | -0.0% |
| Q4 2021 | $31,237,000 | -0.7% | 614,306 | +0.0% | 9.26% | -5.4% |
| Q3 2021 | $31,446,000 | +4.6% | 614,297 | +4.6% | 9.79% | +3.4% |
| Q2 2021 | $30,073,000 | +6.1% | 587,141 | +6.3% | 9.47% | -0.9% |
| Q1 2021 | $28,338,000 | +7.4% | 552,283 | +7.5% | 9.56% | +0.8% |
| Q4 2020 | $26,394,000 | +0.5% | 513,594 | +0.7% | 9.48% | -6.6% |
| Q3 2020 | $26,272,000 | +13.4% | 510,141 | +13.7% | 10.16% | +4.5% |
| Q2 2020 | $23,166,000 | +5.2% | 448,684 | +5.4% | 9.72% | -6.3% |
| Q1 2020 | $22,016,000 | – | 425,586 | – | 10.37% | – |
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% |