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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |