SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $676,111 | +0.9% | 14,118 | +1.3% | 0.16% | +6.8% |
| Q2 2023 | $669,764 | -79.3% | 13,936 | -78.9% | 0.15% | -79.1% |
| Q1 2023 | $3,228,337 | -31.0% | 66,168 | -31.7% | 0.70% | -30.0% |
| Q4 2022 | $4,675,951 | +208.2% | 96,931 | +208.3% | 1.01% | +168.5% |
| Q3 2022 | $1,517,000 | -68.3% | 31,438 | -67.7% | 0.38% | -66.4% |
| Q2 2022 | $4,792,000 | – | 97,413 | – | 1.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 426,950 | $21,279,000 | 16.58% |
| Corrigan Financial, Inc. | 344,961 | $17,192,841 | 13.25% |
| Quantum Capital Management, LLC / NJ | 600,742 | $29,941,000 | 8.56% |
| USAdvisors Wealth Management, LLC | 179,724 | $8,957,000 | 7.11% |
| Invst, LLC | 190,973 | $9,510,000 | 6.11% |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 15,200 | $758,000 | 5.99% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 172,778 | $8,607,000 | 5.78% |
| JUNCTURE WEALTH STRATEGIES, LLC | 173,913 | $8,668,000 | 4.83% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 298,152 | $14,860,000 | 4.78% |
| Relaxing Retirement Coach | 249,182 | $12,419,000 | 3.92% |