SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,384,739 | -5.7% | 28,915 | -5.4% | 1.30% | -11.7% |
| Q2 2023 | $1,468,810 | +1.8% | 30,562 | -48.4% | 1.47% | +0.8% |
| Q1 2023 | $1,443,445 | +125635.6% | 59,232 | +149.2% | 1.46% | +12.4% |
| Q4 2022 | $1,148 | -99.9% | 23,768 | +7.0% | 1.30% | 0.0% |
| Q3 2022 | $1,072,000 | -1.7% | 22,210 | +0.4% | 1.30% | +0.4% |
| Q2 2022 | $1,090,000 | +61.2% | 22,117 | +61.1% | 1.29% | +70.6% |
| Q1 2022 | $676,000 | -28.2% | 13,733 | -26.3% | 0.76% | -6.9% |
| Q4 2021 | $941,000 | – | 18,643 | – | 0.81% | – |
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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% |