SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $714,580 | -0.2% | 14,921 | +0.1% | 0.35% | +3.0% |
| Q2 2023 | $716,094 | +12.2% | 14,900 | +13.9% | 0.34% | -0.9% |
| Q1 2023 | $638,466 | +8.4% | 13,086 | +7.2% | 0.34% | -2.0% |
| Q4 2022 | $588,866 | -0.2% | 12,207 | -0.1% | 0.35% | -7.7% |
| Q3 2022 | $590,000 | -3.4% | 12,221 | -1.6% | 0.38% | +0.3% |
| Q2 2022 | $611,000 | -1.9% | 12,425 | -1.2% | 0.38% | +9.0% |
| Q1 2022 | $623,000 | +1.1% | 12,573 | +3.8% | 0.34% | +6.8% |
| Q4 2021 | $616,000 | +10.2% | 12,113 | +11.0% | 0.32% | +1.9% |
| Q3 2021 | $559,000 | 0.0% | 10,917 | 0.0% | 0.32% | -2.5% |
| Q2 2021 | $559,000 | -8.5% | 10,917 | -8.3% | 0.32% | -15.8% |
| Q1 2021 | $611,000 | 0.0% | 11,902 | +0.1% | 0.39% | -6.3% |
| Q4 2020 | $611,000 | – | 11,888 | – | 0.41% | – |
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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% |