SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,981,211 | -22.2% | 41,491 | -22.0% | 0.23% | -18.4% |
| Q2 2023 | $2,546,106 | -14.4% | 53,199 | -12.7% | 0.28% | -21.4% |
| Q1 2023 | $2,973,040 | -27.3% | 60,923 | -27.8% | 0.36% | -30.9% |
| Q4 2022 | $4,091,319 | -25.8% | 84,427 | -26.2% | 0.52% | -35.2% |
| Q3 2022 | $5,516,000 | -10.8% | 114,456 | -9.0% | 0.80% | -12.7% |
| Q2 2022 | $6,186,000 | -3.7% | 125,816 | -3.3% | 0.92% | +4.7% |
| Q1 2022 | $6,422,000 | -22.3% | 130,079 | -20.3% | 0.88% | -21.8% |
| Q4 2021 | $8,267,000 | -7.1% | 163,119 | -6.2% | 1.12% | -21.0% |
| Q3 2021 | $8,901,000 | +13.1% | 173,884 | +13.2% | 1.42% | +8.4% |
| Q2 2021 | $7,867,000 | +16.2% | 153,600 | +16.3% | 1.31% | +4.3% |
| Q1 2021 | $6,771,000 | +32.7% | 132,045 | +33.0% | 1.26% | +8.3% |
| Q4 2020 | $5,104,000 | +7.2% | 99,310 | +7.4% | 1.16% | -10.0% |
| Q3 2020 | $4,763,000 | +21.1% | 92,490 | +21.4% | 1.29% | -1.0% |
| Q2 2020 | $3,933,000 | +37.9% | 76,180 | +38.1% | 1.30% | +4.3% |
| Q1 2020 | $2,852,000 | +10.3% | 55,169 | +7.7% | 1.25% | +11.7% |
| Q4 2019 | $2,586,000 | -11.1% | 51,221 | -10.8% | 1.12% | -30.8% |
| Q3 2019 | $2,909,000 | +43.2% | 57,442 | +42.5% | 1.62% | +8.5% |
| Q2 2019 | $2,031,000 | +0.5% | 40,301 | +0.1% | 1.49% | -5.3% |
| Q1 2019 | $2,021,000 | – | 40,262 | – | 1.57% | – |
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% |