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 2021 | $360,000 | -48.9% | 7,077 | -48.6% | 0.02% | -57.4% |
Q3 2021 | $705,000 | -11.2% | 13,765 | -11.3% | 0.05% | -14.5% |
Q2 2021 | $794,000 | -19.6% | 15,510 | -19.4% | 0.06% | -29.5% |
Q1 2021 | $988,000 | +8.2% | 19,248 | +8.3% | 0.08% | -6.0% |
Q4 2020 | $913,000 | -24.0% | 17,767 | -23.9% | 0.08% | -35.7% |
Q3 2020 | $1,202,000 | +25.1% | 23,337 | +25.4% | 0.13% | +6.6% |
Q2 2020 | $961,000 | – | 18,612 | – | 0.12% | – |
Download |
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% |