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 2023 | $251,183 | -0.4% | 5,245 | 0.0% | 0.09% | +1.1% |
| Q2 2023 | $252,075 | -1.5% | 5,245 | 0.0% | 0.09% | -5.3% |
| Q1 2023 | $255,904 | +1.1% | 5,245 | 0.0% | 0.10% | -6.9% |
| Q4 2022 | $253,019 | +0.0% | 5,245 | 0.0% | 0.10% | -7.3% |
| Q3 2022 | $253,000 | -1.9% | 5,245 | 0.0% | 0.11% | -0.9% |
| Q2 2022 | $258,000 | -0.8% | 5,245 | 0.0% | 0.11% | -30.6% |
| Q1 2022 | $260,000 | -2.6% | 5,245 | 0.0% | 0.16% | +41.6% |
| Q4 2021 | $267,000 | -16.6% | 5,245 | -16.0% | 0.11% | -26.1% |
| Q3 2021 | $320,000 | 0.0% | 6,245 | 0.0% | 0.15% | -12.1% |
| Q2 2021 | $320,000 | -20.6% | 6,245 | -20.4% | 0.17% | -47.1% |
| Q1 2021 | $403,000 | – | 7,849 | – | 0.33% | – |
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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% |