SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 467 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $567,012 | -67.6% | 11,798 | -67.1% | 0.35% | -68.5% |
| Q1 2023 | $1,751,150 | -31.6% | 35,892 | -32.4% | 1.12% | -38.8% |
| Q4 2022 | $2,560,415 | -11.4% | 53,077 | -11.3% | 1.82% | -23.6% |
| Q3 2022 | $2,889,000 | +4.9% | 59,858 | +6.9% | 2.39% | -0.8% |
| Q2 2022 | $2,754,000 | -22.9% | 55,986 | -22.3% | 2.41% | -15.7% |
| Q1 2022 | $3,572,000 | +5.7% | 72,095 | +8.5% | 2.86% | +12.7% |
| Q4 2021 | $3,379,000 | +10.0% | 66,444 | +10.7% | 2.53% | -0.7% |
| Q3 2021 | $3,073,000 | +14.5% | 60,030 | +14.6% | 2.55% | +15.4% |
| Q2 2021 | $2,683,000 | +3.8% | 52,383 | +4.0% | 2.21% | -7.4% |
| Q1 2021 | $2,584,000 | +40.4% | 50,355 | +40.6% | 2.39% | +13.7% |
| Q4 2020 | $1,841,000 | – | 35,827 | – | 2.10% | – |
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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% |