SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $22,843,840 | -0.5% | 472,273 | -1.5% | 1.27% | -21.6% |
| Q3 2023 | $22,968,176 | -3.5% | 479,603 | -3.1% | 1.62% | -4.2% |
| Q2 2023 | $23,789,521 | -9.9% | 494,996 | -9.6% | 1.69% | -29.6% |
| Q4 2022 | $26,410,878 | -9.3% | 547,489 | -9.3% | 2.41% | -29.0% |
| Q3 2022 | $29,117,000 | -8.0% | 603,329 | -6.3% | 3.39% | -10.4% |
| Q2 2022 | $31,665,000 | -5.2% | 643,730 | -4.6% | 3.78% | -19.7% |
| Q1 2022 | $33,412,000 | -1.9% | 674,445 | +0.7% | 4.71% | +8.3% |
| Q4 2021 | $34,065,000 | -0.7% | 669,906 | +0.0% | 4.34% | +54.1% |
| Q3 2021 | $34,290,000 | +2.0% | 669,858 | +2.1% | 2.82% | -12.9% |
| Q2 2021 | $33,613,000 | – | 656,253 | – | 3.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 426,950 | $21,279,000 | 16.58% |
| Corrigan Financial, Inc. | 344,961 | $17,192,841 | 13.25% |
| Quantum Capital Management, LLC / NJ | 600,742 | $29,941,000 | 8.56% |
| USAdvisors Wealth Management, LLC | 179,724 | $8,957,000 | 7.11% |
| Invst, LLC | 190,973 | $9,510,000 | 6.11% |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 15,200 | $758,000 | 5.99% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 172,778 | $8,607,000 | 5.78% |
| JUNCTURE WEALTH STRATEGIES, LLC | 173,913 | $8,668,000 | 4.83% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 298,152 | $14,860,000 | 4.78% |
| Relaxing Retirement Coach | 249,182 | $12,419,000 | 3.92% |