SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $241,000 | -2.4% | 4,862 | 0.0% | 0.07% | +3.0% |
| Q4 2021 | $247,000 | -14.8% | 4,862 | -14.2% | 0.07% | -19.3% |
| Q3 2021 | $290,000 | -0.3% | 5,665 | 0.0% | 0.08% | +2.5% |
| Q2 2021 | $291,000 | -25.8% | 5,665 | -26.0% | 0.08% | -37.2% |
| Q1 2021 | $392,000 | -0.3% | 7,656 | 0.0% | 0.13% | -1.5% |
| Q4 2020 | $393,000 | +12.0% | 7,656 | +12.2% | 0.13% | -12.1% |
| Q3 2020 | $351,000 | -0.3% | 6,825 | 0.0% | 0.15% | -6.9% |
| Q2 2020 | $352,000 | -4.6% | 6,825 | -4.4% | 0.16% | -22.0% |
| Q1 2020 | $369,000 | -6.8% | 7,140 | -9.1% | 0.20% | +13.3% |
| Q4 2019 | $396,000 | – | 7,855 | – | 0.18% | – |
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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% |