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 2023 | $5,699 | -54.9% | 119 | -54.8% | 0.00% | -50.0% |
| Q2 2023 | $12,640 | -38.9% | 263 | -38.0% | 0.01% | -38.5% |
| Q1 2023 | $20,687 | -2.8% | 424 | -3.9% | 0.01% | -7.1% |
| Q4 2022 | $21,274 | -7.5% | 441 | -6.4% | 0.01% | -17.6% |
| Q3 2022 | $23,000 | -23.3% | 471 | -21.9% | 0.02% | -19.0% |
| Q2 2022 | $30,000 | -97.4% | 603 | -97.4% | 0.02% | -97.1% |
| Q1 2022 | $1,156,000 | -67.3% | 23,333 | -66.5% | 0.72% | -65.5% |
| Q4 2021 | $3,540,000 | -3.4% | 69,615 | -2.8% | 2.07% | -7.0% |
| Q3 2021 | $3,665,000 | +2.0% | 71,589 | +2.0% | 2.23% | -2.0% |
| Q2 2021 | $3,594,000 | -1.7% | 70,168 | -1.6% | 2.27% | -4.3% |
| Q1 2021 | $3,658,000 | +2.9% | 71,288 | +3.0% | 2.38% | -15.1% |
| Q4 2020 | $3,556,000 | -12.4% | 69,201 | -12.2% | 2.80% | -18.5% |
| Q3 2020 | $4,060,000 | -2.4% | 78,831 | -2.2% | 3.43% | -4.9% |
| Q2 2020 | $4,160,000 | +12.9% | 80,571 | +13.1% | 3.61% | -4.6% |
| Q1 2020 | $3,686,000 | +0.6% | 71,255 | -1.8% | 3.78% | +21.4% |
| Q4 2019 | $3,664,000 | – | 72,578 | – | 3.11% | – |
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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% |