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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,617 | +97430.7% | 4,424 | -0.9% | 0.25% | -9.1% |
| Q1 2023 | $218 | -18.7% | 4,466 | -19.6% | 0.27% | -25.5% |
| Q4 2022 | $268 | -99.9% | 5,557 | -10.2% | 0.37% | -14.0% |
| Q3 2022 | $299,000 | -6.0% | 6,189 | -4.2% | 0.43% | -2.5% |
| Q2 2022 | $318,000 | -5.9% | 6,457 | -5.3% | 0.44% | +20.3% |
| Q1 2022 | $338,000 | -28.5% | 6,816 | -26.8% | 0.36% | -26.3% |
| Q4 2021 | $473,000 | – | 9,307 | – | 0.50% | – |
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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% |