SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $319,697 | -24.9% | 6,553 | -25.7% | 0.15% | -28.6% |
| Q4 2022 | $425,565 | -91.6% | 8,822 | -91.6% | 0.21% | -92.3% |
| Q3 2022 | $5,065,000 | -2.6% | 104,948 | -0.8% | 2.66% | +1.2% |
| Q2 2022 | $5,202,000 | -3.0% | 105,758 | -2.3% | 2.63% | +11.9% |
| Q1 2022 | $5,365,000 | -15.1% | 108,294 | -12.9% | 2.35% | -12.5% |
| Q4 2021 | $6,321,000 | -12.2% | 124,302 | -11.7% | 2.69% | -13.7% |
| Q3 2021 | $7,203,000 | -3.2% | 140,714 | -3.2% | 3.12% | -0.5% |
| Q2 2021 | $7,444,000 | +3.6% | 145,336 | +3.8% | 3.13% | -5.9% |
| Q1 2021 | $7,185,000 | +6.7% | 140,032 | +6.9% | 3.33% | -4.4% |
| Q4 2020 | $6,731,000 | +8.3% | 130,985 | +8.6% | 3.48% | -2.4% |
| Q3 2020 | $6,213,000 | +43.8% | 120,650 | +44.2% | 3.57% | +26.7% |
| Q2 2020 | $4,320,000 | +572.9% | 83,673 | +574.7% | 2.82% | +373.4% |
| Q1 2020 | $642,000 | +12.8% | 12,401 | +9.9% | 0.60% | +32.8% |
| Q4 2019 | $569,000 | – | 11,279 | – | 0.45% | – |
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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% |