SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,233,355 | -21.5% | 88,396 | -21.2% | 2.73% | -18.7% |
Q2 2023 | $5,393,188 | -4.9% | 112,217 | -3.5% | 3.36% | -8.2% |
Q1 2023 | $5,672,566 | +0.0% | 116,264 | -1.1% | 3.66% | -4.9% |
Q4 2022 | $5,670,416 | -59.0% | 117,545 | -59.0% | 3.85% | -62.5% |
Q3 2022 | $13,829,000 | -1.2% | 286,646 | +0.7% | 10.26% | +3.4% |
Q2 2022 | $14,004,000 | -1.9% | 284,791 | -1.2% | 9.93% | +7.9% |
Q1 2022 | $14,278,000 | – | 288,302 | – | 9.20% | – |
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% |