SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,374 | -22.4% | 4,894 | -22.1% | 0.00% | -33.3% |
| Q2 2023 | $301,865 | -15.1% | 6,281 | -13.8% | 0.00% | -25.0% |
| Q1 2023 | $355,548 | -44.1% | 7,288 | -44.7% | 0.00% | -33.3% |
| Q4 2022 | $635,851 | -99.9% | 13,181 | -39.1% | 0.01% | 0.0% |
| Q3 2022 | $523,523,000 | +4757.3% | 21,656 | -90.1% | 0.01% | -94.6% |
| Q2 2022 | $10,778,000 | +581.3% | 219,118 | +586.3% | 0.11% | +593.8% |
| Q1 2022 | $1,582,000 | +40.9% | 31,926 | +44.6% | 0.02% | +45.5% |
| Q4 2021 | $1,123,000 | -47.7% | 22,081 | -47.3% | 0.01% | -47.6% |
| Q3 2021 | $2,147,000 | +87.3% | 41,932 | +87.4% | 0.02% | +61.5% |
| Q2 2021 | $1,146,000 | +5.3% | 22,370 | +5.5% | 0.01% | -7.1% |
| Q1 2021 | $1,088,000 | -56.7% | 21,213 | -56.6% | 0.01% | -51.7% |
| Q4 2020 | $2,511,000 | -99.6% | 48,864 | +292.4% | 0.03% | +141.7% |
| Q3 2020 | $641,000,000 | – | 12,453 | – | 0.01% | – |
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% |