SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $31,762 | +1.1% | 651 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $31,404 | +1.3% | 651 | 0.0% | 0.03% | -3.4% |
| Q3 2022 | $31,000 | -3.1% | 651 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $32,000 | 0.0% | 651 | 0.0% | 0.03% | +20.8% |
| Q1 2022 | $32,000 | -3.0% | 651 | 0.0% | 0.02% | +2300.0% |
| Q4 2021 | $33,000 | 0.0% | 651 | 0.0% | 0.00% | -97.1% |
| Q3 2021 | $33,000 | -91.1% | 651 | -91.0% | 0.03% | -89.0% |
| Q2 2021 | $369,000 | +11.8% | 7,207 | +12.2% | 0.31% | -7.2% |
| Q1 2021 | $330,000 | +2.2% | 6,423 | +2.0% | 0.33% | +28.6% |
| Q4 2020 | $323,000 | +199.1% | 6,294 | +199.6% | 0.26% | +102.3% |
| Q3 2020 | $108,000 | +58.8% | 2,101 | +60.3% | 0.13% | +48.8% |
| Q2 2020 | $68,000 | 0.0% | 1,311 | 0.0% | 0.09% | +7.5% |
| Q1 2020 | $68,000 | -91.8% | 1,311 | -92.0% | 0.08% | -92.8% |
| Q4 2019 | $828,000 | – | 16,408 | – | 1.10% | – |
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% |