SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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% | – |
Download |
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% |