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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $763,972 | -65.1% | 15,896 | -64.6% | 0.21% | -67.2% |
| Q1 2023 | $2,189,310 | -1.3% | 44,872 | -2.4% | 0.64% | -11.3% |
| Q4 2022 | $2,217,891 | -9.7% | 45,976 | -9.7% | 0.72% | -19.1% |
| Q3 2022 | $2,457,000 | -1.6% | 50,919 | +0.3% | 0.89% | -4.2% |
| Q2 2022 | $2,496,000 | +1.4% | 50,742 | +2.1% | 0.93% | +15.9% |
| Q1 2022 | $2,461,000 | +7.4% | 49,685 | +10.2% | 0.80% | +10.0% |
| Q4 2021 | $2,292,000 | -1.2% | 45,069 | -0.5% | 0.73% | -8.6% |
| Q3 2021 | $2,319,000 | +5.6% | 45,304 | +5.7% | 0.80% | -1.0% |
| Q2 2021 | $2,196,000 | +11.3% | 42,876 | +11.5% | 0.80% | -4.9% |
| Q1 2021 | $1,973,000 | +16.9% | 38,449 | +17.1% | 0.84% | +7.9% |
| Q4 2020 | $1,688,000 | +10.5% | 32,843 | +10.8% | 0.78% | -3.2% |
| Q3 2020 | $1,527,000 | +12.4% | 29,647 | +12.7% | 0.81% | +1.9% |
| Q2 2020 | $1,358,000 | +39.0% | 26,312 | +39.4% | 0.79% | -8.4% |
| Q1 2020 | $977,000 | +11.3% | 18,881 | +8.5% | 0.87% | -16.7% |
| Q4 2019 | $878,000 | +13.9% | 17,399 | +14.5% | 1.04% | -4.0% |
| Q3 2019 | $771,000 | 0.0% | 15,190 | 0.0% | 1.08% | 0.0% |
| Q2 2019 | $771,000 | – | 15,190 | – | 1.08% | – |
Download | ||||||
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% |