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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,350 | +2.1% | 27,676 | +1.0% | 1.50% | +114.0% |
| Q4 2022 | $1,322 | -99.9% | 27,411 | +0.7% | 0.70% | -10.9% |
| Q3 2022 | $1,313,000 | -2.9% | 27,214 | -1.0% | 0.79% | 0.0% |
| Q2 2022 | $1,352,000 | -4.1% | 27,477 | -3.4% | 0.79% | +9.6% |
| Q1 2022 | $1,410,000 | +2.2% | 28,454 | +4.8% | 0.72% | +1.6% |
| Q4 2021 | $1,380,000 | +17.2% | 27,145 | +18.1% | 0.71% | -7.5% |
| Q2 2021 | $1,177,000 | -0.8% | 22,988 | -0.6% | 0.76% | +9.4% |
| Q1 2021 | $1,187,000 | +1.7% | 23,132 | +1.9% | 0.70% | -4.0% |
| Q4 2020 | $1,167,000 | +21.1% | 22,706 | +21.3% | 0.73% | +1.7% |
| Q3 2020 | $964,000 | +8.9% | 18,724 | +9.3% | 0.72% | +4.5% |
| Q2 2020 | $885,000 | +13.0% | 17,132 | +13.2% | 0.68% | -5.6% |
| Q1 2020 | $783,000 | +2.6% | 15,133 | +0.1% | 0.73% | +6.9% |
| Q4 2019 | $763,000 | – | 15,115 | – | 0.68% | – |
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% |