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 | $255,749 | -44.2% | 5,340 | -43.1% | 0.24% | -47.5% |
| Q2 2023 | $458,009 | +0.0% | 9,387 | 0.0% | 0.46% | -2.8% |
| Q1 2023 | $458,008 | -11.0% | 9,387 | -12.0% | 0.47% | -15.7% |
| Q4 2022 | $514,535 | +0.1% | 10,666 | +0.2% | 0.56% | -8.1% |
| Q3 2022 | $514,000 | -17.9% | 10,646 | -16.3% | 0.60% | -1.1% |
| Q2 2022 | $626,000 | -1.1% | 12,723 | -0.5% | 0.61% | +15.9% |
| Q1 2022 | $633,000 | -2.5% | 12,785 | 0.0% | 0.53% | -9.3% |
| Q4 2021 | $649,000 | -0.8% | 12,785 | +0.0% | 0.58% | +6.8% |
| Q3 2021 | $654,000 | -6.4% | 12,784 | -6.3% | 0.54% | -5.9% |
| Q2 2021 | $699,000 | -0.1% | 13,639 | +0.0% | 0.58% | -10.7% |
| Q1 2021 | $700,000 | -0.1% | 13,638 | +0.0% | 0.65% | -6.4% |
| Q4 2020 | $701,000 | – | 13,636 | – | 0.69% | – |
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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% |