SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,575 | -0.3% | 6,924 | +0.0% | 0.08% | +8.6% |
| Q2 2023 | $332,650 | -2.1% | 6,922 | -0.6% | 0.07% | -7.9% |
| Q1 2023 | $339,613 | +3.2% | 6,961 | +2.0% | 0.08% | -5.0% |
| Q4 2022 | $329,173 | -5.4% | 6,824 | -5.3% | 0.08% | -14.9% |
| Q3 2022 | $348,000 | -4.4% | 7,205 | -2.6% | 0.09% | -5.1% |
| Q2 2022 | $364,000 | -1.1% | 7,399 | -0.3% | 0.10% | +12.5% |
| Q1 2022 | $368,000 | -23.8% | 7,419 | -21.8% | 0.09% | -26.7% |
| Q4 2021 | $483,000 | +7.8% | 9,493 | +9.0% | 0.12% | -63.0% |
| Q3 2021 | $448,000 | -11.5% | 8,707 | -11.9% | 0.32% | +125.0% |
| Q2 2021 | $506,000 | +1.8% | 9,878 | +2.0% | 0.14% | -23.8% |
| Q1 2021 | $497,000 | +11.2% | 9,682 | +11.2% | 0.19% | -31.3% |
| Q4 2020 | $447,000 | -0.2% | 8,707 | 0.0% | 0.28% | -15.1% |
| Q3 2020 | $448,000 | -0.2% | 8,707 | +0.0% | 0.32% | -12.2% |
| Q2 2020 | $449,000 | -8.0% | 8,706 | -7.7% | 0.37% | -25.5% |
| Q1 2020 | $488,000 | +42.7% | 9,432 | +39.4% | 0.50% | +57.1% |
| Q4 2019 | $342,000 | – | 6,767 | – | 0.32% | – |
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% |