SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $264,842 | -5.1% | 5,490 | -5.5% | 0.03% | -8.6% |
| Q3 2022 | $279,000 | -2.8% | 5,811 | -0.5% | 0.04% | -14.6% |
| Q2 2022 | $287,000 | +0.3% | 5,843 | +1.4% | 0.04% | -2.4% |
| Q1 2022 | $286,000 | -2.1% | 5,763 | +0.3% | 0.04% | -12.5% |
| Q4 2021 | $292,000 | -0.7% | 5,746 | -0.1% | 0.05% | -9.4% |
| Q3 2021 | $294,000 | +10.1% | 5,750 | +10.4% | 0.05% | -14.5% |
| Q2 2021 | $267,000 | -3.6% | 5,208 | -3.5% | 0.06% | -50.0% |
| Q1 2021 | $277,000 | -4.5% | 5,395 | -4.4% | 0.12% | -50.2% |
| Q4 2020 | $290,000 | -0.3% | 5,643 | -0.0% | 0.25% | +6.9% |
| Q3 2020 | $291,000 | – | 5,644 | – | 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% |