SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $742,790 | +17.3% | 15,510 | +17.7% | 0.06% | +16.7% |
| Q2 2023 | $633,465 | +60.1% | 13,181 | +62.5% | 0.05% | +45.9% |
| Q1 2023 | $395,751 | +13.7% | 8,111 | +12.4% | 0.04% | +85.0% |
| Q3 2022 | $348,000 | -5.2% | 7,214 | -3.7% | 0.02% | -4.8% |
| Q2 2022 | $367,000 | -3.7% | 7,492 | -2.6% | 0.02% | +16.7% |
| Q1 2022 | $381,000 | +78.0% | 7,690 | +85.7% | 0.02% | -63.3% |
| Q1 2020 | $214,000 | -0.9% | 4,142 | -3.2% | 0.05% | +48.5% |
| Q4 2019 | $216,000 | -6.9% | 4,277 | -6.6% | 0.03% | -31.2% |
| Q3 2019 | $232,000 | 0.0% | 4,577 | 0.0% | 0.05% | +60.0% |
| Q2 2019 | $232,000 | +0.4% | 4,577 | 0.0% | 0.03% | -41.2% |
| Q1 2019 | $231,000 | +1.3% | 4,577 | 0.0% | 0.05% | -16.4% |
| Q4 2018 | $228,000 | – | 4,577 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 426,950 | $21,279,000 | 16.58% |
| Corrigan Financial, Inc. | 344,961 | $17,192,841 | 13.25% |
| Quantum Capital Management, LLC / NJ | 600,742 | $29,941,000 | 8.56% |
| USAdvisors Wealth Management, LLC | 179,724 | $8,957,000 | 7.11% |
| Invst, LLC | 190,973 | $9,510,000 | 6.11% |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 15,200 | $758,000 | 5.99% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 172,778 | $8,607,000 | 5.78% |
| JUNCTURE WEALTH STRATEGIES, LLC | 173,913 | $8,668,000 | 4.83% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 298,152 | $14,860,000 | 4.78% |
| Relaxing Retirement Coach | 249,182 | $12,419,000 | 3.92% |