SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $466,684 | +13.4% | 9,745 | +13.8% | 0.11% | +14.0% |
| Q2 2023 | $411,682 | -6.6% | 8,566 | -5.1% | 0.10% | -10.7% |
| Q1 2023 | $440,941 | -7.1% | 9,023 | -8.3% | 0.11% | -24.8% |
| Q4 2022 | $474,520 | -38.9% | 9,837 | -38.8% | 0.15% | -45.0% |
| Q3 2022 | $776,000 | -28.5% | 16,082 | -27.1% | 0.27% | -25.8% |
| Q2 2022 | $1,085,000 | -1.4% | 22,055 | -0.7% | 0.36% | -2.1% |
| Q1 2022 | $1,100,000 | -8.3% | 22,202 | -5.8% | 0.37% | -1.1% |
| Q4 2021 | $1,199,000 | -13.2% | 23,581 | -12.7% | 0.38% | -19.8% |
| Q3 2021 | $1,382,000 | -4.7% | 26,996 | -4.7% | 0.47% | -7.5% |
| Q2 2021 | $1,450,000 | -95.3% | 28,314 | -92.9% | 0.51% | -95.5% |
| Q1 2021 | $30,564,000 | +317.9% | 398,223 | +179.8% | 11.21% | +319.1% |
| Q4 2020 | $7,313,000 | +5.0% | 142,303 | +5.2% | 2.68% | -0.6% |
| Q3 2020 | $6,965,000 | +21.5% | 135,241 | +21.8% | 2.69% | +12.4% |
| Q2 2020 | $5,731,000 | +21.0% | 111,004 | +21.3% | 2.39% | +4.0% |
| Q1 2020 | $4,735,000 | +109.2% | 91,534 | +104.2% | 2.30% | +56.6% |
| Q4 2019 | $2,263,000 | – | 44,833 | – | 1.47% | – |
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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% |