SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $67,000 | -4.3% | 1,362 | -3.5% | 0.04% | +18.4% |
| Q1 2022 | $70,000 | -4.1% | 1,412 | -0.8% | 0.04% | +31.0% |
| Q3 2021 | $73,000 | 0.0% | 1,424 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $73,000 | -8.8% | 1,424 | -8.3% | 0.03% | -17.1% |
| Q1 2021 | $80,000 | 0.0% | 1,553 | 0.0% | 0.04% | +2.9% |
| Q4 2020 | $80,000 | -11.1% | 1,553 | -11.3% | 0.03% | -22.7% |
| Q3 2020 | $90,000 | 0.0% | 1,750 | 0.0% | 0.04% | -13.7% |
| Q2 2020 | $90,000 | -30.2% | 1,750 | -30.1% | 0.05% | -53.6% |
| Q1 2020 | $129,000 | -17.3% | 2,502 | -18.9% | 0.11% | -14.1% |
| Q4 2019 | $156,000 | – | 3,085 | – | 0.13% | – |
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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% |