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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,959,000 | -3.9% | 61,323 | -2.0% | 4.24% | +19.0% |
| Q2 2022 | $3,079,000 | -5.5% | 62,600 | -4.8% | 3.56% | -5.6% |
| Q1 2022 | $3,258,000 | -8.1% | 65,761 | -5.7% | 3.77% | -0.9% |
| Q4 2021 | $3,544,000 | -2.9% | 69,714 | -2.2% | 3.81% | -3.4% |
| Q3 2021 | $3,649,000 | +0.1% | 71,297 | +0.1% | 3.94% | +1.2% |
| Q2 2021 | $3,647,000 | -15.1% | 71,204 | -14.9% | 3.89% | -7.0% |
| Q1 2021 | $4,295,000 | +0.5% | 83,714 | +0.7% | 4.19% | -9.3% |
| Q4 2020 | $4,273,000 | -7.5% | 83,160 | -7.3% | 4.62% | -16.9% |
| Q3 2020 | $4,619,000 | +16.4% | 89,702 | +16.7% | 5.55% | +24.3% |
| Q2 2020 | $3,968,000 | +2.6% | 76,857 | +2.8% | 4.47% | -3.4% |
| Q1 2020 | $3,867,000 | -0.5% | 74,749 | -2.9% | 4.63% | +27.5% |
| Q4 2019 | $3,888,000 | – | 76,947 | – | 3.63% | – |
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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% |