Adero Partners, LLC - SCHWAB STRATEGIC TR ownership

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
Adero Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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$291,0005,6440.23%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 344,050$17,054,54612.25%
Quantum Capital Management, LLC / NJ 579,803$28,741,0007.92%
MinichMacGregor Wealth Management, LLC 226,718$11,224,0007.40%
USAdvisors Wealth Management, LLC 204,832$10,154,0007.27%
Hilton Capital Management, LLC 874,144$43,331,0006.47%
Invst, LLC 229,185$11,347,0005.78%
Carlton Hofferkamp & Jenks Wealth Management, LLC 165,178$8,187,0005.02%
Allen Capital Group, LLC 297,613$14,753,0004.90%
JUNCTURE WEALTH STRATEGIES, LLC 184,289$9,135,0004.78%
Relaxing Retirement Coach 312,837$15,502,0004.65%
View complete list of SCHWAB STRATEGIC TR shareholders