SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $718,670 | +1.9% | 15,038 | +2.5% | 0.32% | +1.9% |
| Q2 2023 | $705,088 | -3.3% | 14,671 | -1.8% | 0.31% | -7.2% |
| Q1 2023 | $728,828 | +0.9% | 14,935 | -0.1% | 0.33% | -4.3% |
| Q4 2022 | $722,129 | -47.4% | 14,954 | -47.5% | 0.35% | -48.3% |
| Q3 2022 | $1,373,000 | -7.4% | 28,498 | -5.7% | 0.68% | +4.5% |
| Q2 2022 | $1,483,000 | -2.0% | 30,224 | -1.4% | 0.65% | +8.9% |
| Q1 2022 | $1,514,000 | -44.4% | 30,649 | -42.8% | 0.59% | -39.6% |
| Q4 2021 | $2,722,000 | +14.4% | 53,584 | +15.2% | 0.98% | +4.1% |
| Q3 2021 | $2,380,000 | – | 46,494 | – | 0.94% | – |
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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% |