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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $790,116 | -8.5% | 16,495 | -8.1% | 0.05% | -5.9% |
| Q2 2023 | $863,080 | -0.8% | 17,958 | +0.7% | 0.05% | -7.3% |
| Q1 2023 | $870,449 | +1.1% | 17,841 | +0.0% | 0.06% | -11.3% |
| Q4 2022 | $860,607 | +0.7% | 17,840 | +0.6% | 0.06% | -10.1% |
| Q3 2022 | $855,000 | -99.9% | 17,730 | +0.2% | 0.07% | +4.5% |
| Q2 2022 | $870,464,000 | +58008.4% | 17,695 | -41.5% | 0.07% | -34.0% |
| Q1 2022 | $1,498,000 | -5.1% | 30,239 | -2.6% | 0.10% | -2.9% |
| Q4 2021 | $1,578,000 | -0.8% | 31,047 | -0.1% | 0.10% | -8.8% |
| Q3 2021 | $1,591,000 | -2.8% | 31,089 | -2.8% | 0.11% | -13.7% |
| Q2 2021 | $1,637,000 | -16.0% | 31,971 | -15.8% | 0.13% | -19.6% |
| Q1 2021 | $1,949,000 | -8.3% | 37,985 | -8.2% | 0.16% | -30.3% |
| Q4 2020 | $2,126,000 | – | 41,375 | – | 0.23% | – |
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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% |