SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,357,840 | -14.3% | 49,234 | -14.0% | 0.08% | -21.3% |
Q2 2023 | $2,751,235 | -27.6% | 57,246 | -26.5% | 0.11% | -32.5% |
Q1 2023 | $3,802,541 | +815.9% | 77,937 | +805.6% | 0.16% | +788.9% |
Q4 2022 | $415,167 | +22.5% | 8,606 | +22.6% | 0.02% | +12.5% |
Q3 2022 | $339,000 | -2.6% | 7,017 | -0.9% | 0.02% | -5.9% |
Q2 2022 | $348,000 | -0.9% | 7,078 | +2.4% | 0.02% | +13.3% |
Q4 2021 | $351,000 | -14.2% | 6,911 | -13.5% | 0.02% | -21.1% |
Q3 2021 | $409,000 | -13.0% | 7,986 | -13.0% | 0.02% | -17.4% |
Q2 2021 | $470,000 | +5.4% | 9,182 | +5.6% | 0.02% | -8.0% |
Q1 2021 | $446,000 | -27.4% | 8,691 | -27.3% | 0.02% | -43.2% |
Q4 2020 | $614,000 | -85.2% | 11,957 | -85.1% | 0.04% | -88.1% |
Q3 2020 | $4,135,000 | -3.5% | 80,292 | -3.2% | 0.37% | -13.8% |
Q2 2020 | $4,284,000 | +10.6% | 82,966 | +10.8% | 0.43% | -18.0% |
Q1 2020 | $3,875,000 | -22.4% | 74,912 | -24.2% | 0.52% | -16.5% |
Q4 2019 | $4,991,000 | +51.6% | 98,872 | +51.9% | 0.63% | +21.1% |
Q3 2019 | $3,292,000 | +42.8% | 65,080 | +42.8% | 0.52% | +33.6% |
Q2 2019 | $2,306,000 | +10.1% | 45,584 | +9.3% | 0.39% | +21.7% |
Q1 2019 | $2,094,000 | +13.6% | 41,713 | +12.9% | 0.32% | -21.1% |
Q4 2018 | $1,844,000 | +20.8% | 36,938 | +20.0% | 0.40% | +30.4% |
Q3 2018 | $1,526,000 | -42.9% | 30,783 | -42.7% | 0.31% | -51.6% |
Q2 2018 | $2,673,000 | +108.7% | 53,733 | +109.1% | 0.64% | +100.6% |
Q1 2018 | $1,281,000 | +0.2% | 25,694 | +0.6% | 0.32% | -30.3% |
Q4 2017 | $1,278,000 | +4.2% | 25,538 | +5.0% | 0.46% | -15.4% |
Q3 2017 | $1,226,000 | +2.5% | 24,322 | +2.5% | 0.54% | -12.5% |
Q2 2017 | $1,196,000 | +0.4% | 23,730 | +0.6% | 0.62% | -12.7% |
Q1 2017 | $1,191,000 | – | 23,594 | – | 0.71% | – |
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% |