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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $399,297 | +1.1% | 8,184 | 0.0% | 0.16% | 0.0% |
| Q4 2022 | $394,796 | -0.8% | 8,184 | -0.7% | 0.16% | +3.8% |
| Q3 2022 | $398,000 | -1.7% | 8,242 | 0.0% | 0.16% | +0.6% |
| Q2 2022 | $405,000 | -0.7% | 8,242 | 0.0% | 0.16% | +9.7% |
| Q1 2022 | $408,000 | -73.7% | 8,242 | -72.9% | 0.14% | -72.5% |
| Q4 2021 | $1,549,000 | -1.9% | 30,468 | -1.2% | 0.52% | -8.1% |
| Q3 2021 | $1,579,000 | -2.3% | 30,853 | -2.2% | 0.57% | -3.1% |
| Q2 2021 | $1,616,000 | -11.0% | 31,559 | -10.8% | 0.59% | -16.7% |
| Q1 2021 | $1,815,000 | -0.3% | 35,385 | -0.2% | 0.70% | -8.8% |
| Q4 2020 | $1,821,000 | – | 35,447 | – | 0.77% | – |
Download | ||||||
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% |