SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,742,000 | -49.3% | 160,423 | -48.4% | 3.58% | +2.0% |
| Q2 2022 | $15,282,000 | +755.7% | 310,688 | +761.7% | 3.51% | +377.7% |
| Q1 2022 | $1,786,000 | -48.5% | 36,056 | -47.2% | 0.74% | -51.2% |
| Q4 2021 | $3,470,000 | +18.7% | 68,245 | +19.5% | 1.50% | +26.8% |
| Q3 2021 | $2,924,000 | +0.1% | 57,118 | +0.2% | 1.19% | +1.5% |
| Q2 2021 | $2,920,000 | -73.7% | 56,999 | -73.6% | 1.17% | -74.6% |
| Q1 2021 | $11,092,000 | +7.7% | 216,172 | +7.9% | 4.60% | +5.6% |
| Q4 2020 | $10,297,000 | +3.4% | 200,369 | +3.6% | 4.36% | +2.2% |
| Q3 2020 | $9,963,000 | +0.5% | 193,451 | +0.7% | 4.26% | -6.5% |
| Q2 2020 | $9,918,000 | -36.1% | 192,096 | -36.0% | 4.56% | -16.6% |
| Q1 2020 | $15,532,000 | +367.8% | 300,253 | +356.6% | 5.47% | +365.4% |
| Q4 2019 | $3,320,000 | – | 65,764 | – | 1.18% | – |
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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% |