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 | $298,647 | +0.7% | 6,236 | +1.0% | 0.21% | +3.9% |
Q2 2023 | $296,718 | -0.6% | 6,174 | +0.9% | 0.21% | -4.2% |
Q1 2023 | $298,551 | +1.6% | 6,119 | +0.5% | 0.22% | -2.3% |
Q4 2022 | $293,705 | +0.6% | 6,088 | +0.7% | 0.22% | -8.7% |
Q3 2022 | $292,000 | -1.4% | 6,044 | +0.4% | 0.24% | -11.4% |
Q2 2022 | $296,000 | -66.9% | 6,022 | -66.6% | 0.27% | +35.3% |
Q1 2022 | $894,000 | +46.3% | 18,037 | +50.1% | 0.20% | +17.5% |
Q4 2021 | $611,000 | -0.7% | 12,017 | +0.1% | 0.17% | -12.3% |
Q3 2021 | $615,000 | +100.3% | 12,005 | +100.2% | 0.20% | -14.5% |
Q2 2021 | $307,000 | 0.0% | 5,997 | +0.1% | 0.23% | -9.5% |
Q1 2021 | $307,000 | -0.3% | 5,990 | +0.1% | 0.25% | -7.7% |
Q4 2020 | $308,000 | – | 5,984 | – | 0.27% | – |
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% |