SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,464,664 | +13.7% | 114,109 | +14.1% | 3.54% | +9.9% |
| Q2 2023 | $4,807,811 | +2.2% | 100,038 | +3.7% | 3.22% | +1.1% |
| Q1 2023 | $4,706,024 | +15.8% | 96,455 | +14.4% | 3.19% | +6.9% |
| Q4 2022 | $4,065,603 | -16.7% | 84,279 | -16.6% | 2.98% | -25.8% |
| Q3 2022 | $4,879,000 | +27.8% | 101,091 | +30.3% | 4.02% | +32.9% |
| Q2 2022 | $3,818,000 | -5.6% | 77,611 | -4.9% | 3.03% | +7.0% |
| Q1 2022 | $4,044,000 | +9.4% | 81,626 | +12.3% | 2.83% | -3.2% |
| Q4 2021 | $3,696,000 | -7.4% | 72,675 | -6.8% | 2.92% | -10.8% |
| Q3 2021 | $3,990,000 | +2.2% | 77,940 | +2.2% | 3.27% | -1.9% |
| Q2 2021 | $3,906,000 | +0.3% | 76,255 | +0.4% | 3.34% | -6.7% |
| Q1 2021 | $3,896,000 | +1.6% | 75,924 | +1.8% | 3.58% | -8.7% |
| Q4 2020 | $3,834,000 | – | 74,599 | – | 3.92% | – |
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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% |