SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,947 | -1.5% | 290 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $14,159 | +1.1% | 290 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $13,999 | -6.7% | 290 | -7.9% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 315 | -5.7% | 0.01% | 0.0% |
| Q2 2022 | $16,000 | -52.9% | 334 | -50.0% | 0.01% | 0.0% |
| Q1 2022 | $34,000 | +100.0% | 668 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $17,000 | 0.0% | 334 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $17,000 | +1600.0% | 334 | +1657.9% | 0.01% | +700.0% |
| Q2 2021 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | -94.1% | 19 | -94.3% | 0.00% | -92.3% |
| Q3 2020 | $17,000 | 0.0% | 332 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $17,000 | 0.0% | 331 | +0.3% | 0.01% | -18.8% |
| Q1 2020 | $17,000 | -37.0% | 330 | -37.6% | 0.02% | -30.4% |
| Q4 2019 | $27,000 | – | 529 | – | 0.02% | – |
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% |