SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,510,553 | +3.5% | 240,354 | +4.7% | 1.30% | -3.2% |
| Q2 2023 | $11,119,130 | +3.7% | 229,497 | +4.4% | 1.34% | +3.5% |
| Q1 2023 | $10,724,286 | +23.2% | 219,805 | +21.9% | 1.30% | +13.0% |
| Q4 2022 | $8,701,290 | +146.8% | 180,375 | +146.8% | 1.15% | +93.3% |
| Q3 2022 | $3,526,000 | +747.6% | 73,071 | +770.4% | 0.59% | +712.3% |
| Q1 2022 | $416,000 | +30.8% | 8,395 | +34.3% | 0.07% | +40.4% |
| Q4 2021 | $318,000 | -20.7% | 6,251 | -20.3% | 0.05% | -34.2% |
| Q3 2021 | $401,000 | +9.9% | 7,843 | +10.0% | 0.08% | +9.7% |
| Q2 2021 | $365,000 | +23.3% | 7,129 | +23.3% | 0.07% | +18.0% |
| Q1 2021 | $296,000 | – | 5,780 | – | 0.06% | – |
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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% |