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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $754,956 | 0.0% | 15,650 | 0.0% | 0.08% | -1.2% |
| Q4 2022 | $754,956 | -0.0% | 15,650 | 0.0% | 0.08% | -6.8% |
| Q3 2022 | $755,000 | -4.3% | 15,650 | -2.5% | 0.09% | +2.3% |
| Q2 2022 | $789,000 | -29.2% | 16,050 | -28.6% | 0.09% | -18.9% |
| Q1 2022 | $1,114,000 | -58.4% | 22,480 | -57.3% | 0.11% | -56.2% |
| Q4 2021 | $2,678,000 | -3.1% | 52,674 | -2.4% | 0.24% | -9.7% |
| Q3 2021 | $2,764,000 | +3.7% | 53,993 | +3.8% | 0.27% | +5.1% |
| Q2 2021 | $2,665,000 | +57.0% | 52,023 | +57.3% | 0.26% | +99.2% |
| Q1 2021 | $1,697,000 | -2.3% | 33,076 | -2.1% | 0.13% | -36.9% |
| Q4 2020 | $1,737,000 | – | 33,796 | – | 0.20% | – |
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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% |