SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 560 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $19,854,857 | -0.1% | 407,781 | -0.2% | 3.07% | -0.5% |
Q4 2022 | $19,866,319 | +6.4% | 408,772 | +5.4% | 3.09% | -3.4% |
Q3 2022 | $18,668,000 | +97.1% | 387,948 | +100.9% | 3.20% | +118.3% |
Q2 2022 | $9,470,000 | +3077.9% | 193,061 | +3227.5% | 1.47% | +2719.2% |
Q1 2021 | $298,000 | -75.5% | 5,802 | -75.4% | 0.05% | -85.6% |
Q2 2020 | $1,218,000 | +308.7% | 23,613 | +299.8% | 0.36% | +223.2% |
Q4 2019 | $298,000 | -84.5% | 5,906 | -84.5% | 0.11% | -87.1% |
Q3 2019 | $1,928,000 | -10.0% | 38,124 | -10.2% | 0.87% | -21.1% |
Q2 2019 | $2,142,000 | -63.2% | 42,445 | -63.5% | 1.10% | -62.3% |
Q1 2019 | $5,822,000 | -83.1% | 116,339 | -83.2% | 2.92% | -84.9% |
Q4 2018 | $34,463,000 | +203.7% | 690,508 | +201.3% | 19.38% | +235.2% |
Q3 2018 | $11,347,000 | +77.5% | 229,185 | +78.3% | 5.78% | +55.1% |
Q2 2018 | $6,392,000 | -32.8% | 128,510 | -32.7% | 3.73% | -39.0% |
Q1 2018 | $9,510,000 | +156.1% | 190,973 | +157.3% | 6.11% | +123.7% |
Q4 2017 | $3,713,000 | -52.0% | 74,223 | -51.6% | 2.73% | -59.6% |
Q3 2017 | $7,733,000 | +159.7% | 153,441 | +160.0% | 6.77% | +59.7% |
Q2 2017 | $2,978,000 | – | 59,016 | – | 4.24% | – |
Download |
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% |