SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,340 | -0.4% | 28 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,345 | -1.5% | 28 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,366 | +1.1% | 28 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,351 | -97.0% | 28 | -97.0% | 0.00% | -97.1% |
| Q3 2022 | $45,000 | -2.2% | 929 | +0.4% | 0.04% | +6.1% |
| Q2 2022 | $46,000 | 0.0% | 925 | 0.0% | 0.03% | +17.9% |
| Q1 2022 | $46,000 | -75.0% | 925 | -74.4% | 0.03% | -74.1% |
| Q4 2021 | $184,000 | -0.5% | 3,618 | 0.0% | 0.11% | -4.4% |
| Q3 2021 | $185,000 | 0.0% | 3,618 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $185,000 | -16.7% | 3,618 | -16.2% | 0.11% | -18.1% |
| Q1 2021 | $222,000 | -14.0% | 4,318 | -14.0% | 0.14% | -12.7% |
| Q4 2020 | $258,000 | -0.4% | 5,021 | 0.0% | 0.16% | -12.7% |
| Q3 2020 | $259,000 | +12.6% | 5,021 | +12.8% | 0.18% | -23.3% |
| Q2 2020 | $230,000 | 0.0% | 4,452 | 0.0% | 0.24% | -1.3% |
| Q1 2020 | $230,000 | +79.7% | 4,452 | +75.8% | 0.24% | +141.4% |
| Q4 2019 | $128,000 | – | 2,532 | – | 0.10% | – |
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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% |