SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $36,307,000 | +1.4% | 752,328 | +3.4% | 15.42% | +2.6% |
| Q2 2022 | $35,794,000 | -7.4% | 727,670 | -6.7% | 15.02% | -21.4% |
| Q1 2022 | $38,646,000 | +4.9% | 780,087 | +7.7% | 19.10% | +6.7% |
| Q4 2021 | $36,824,000 | +7.7% | 724,182 | +8.5% | 17.91% | -1.1% |
| Q3 2021 | $34,177,000 | +4.0% | 667,653 | +4.1% | 18.11% | +3.1% |
| Q2 2021 | $32,855,000 | +5.1% | 641,458 | +5.2% | 17.56% | -3.1% |
| Q1 2021 | $31,273,000 | +5.4% | 609,500 | +5.6% | 18.13% | +2.5% |
| Q4 2020 | $29,660,000 | +3.2% | 577,166 | +3.4% | 17.69% | -5.7% |
| Q3 2020 | $28,746,000 | +3.0% | 558,188 | +3.3% | 18.76% | +8.3% |
| Q2 2020 | $27,909,000 | +1.1% | 540,559 | +1.3% | 17.32% | +20.3% |
| Q1 2020 | $27,611,000 | – | 533,746 | – | 14.40% | – |
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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% |