SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,233,455 | +3.3% | 25,756 | +3.6% | 0.90% | +2.2% |
| Q2 2023 | $1,194,291 | +3.9% | 24,850 | +5.5% | 0.88% | +1.7% |
| Q1 2023 | $1,148,956 | +0.4% | 23,549 | -0.7% | 0.86% | -7.6% |
| Q4 2022 | $1,144,012 | +0.3% | 23,715 | +0.3% | 0.93% | -9.8% |
| Q3 2022 | $1,141,000 | -0.7% | 23,645 | +1.4% | 1.04% | +5.6% |
| Q2 2022 | $1,149,000 | -99.9% | 23,323 | -0.7% | 0.98% | +5.7% |
| Q1 2022 | $1,163,298,000 | +102393.2% | 23,482 | +4.7% | 0.93% | -4.9% |
| Q4 2021 | $1,135,000 | – | 22,429 | – | 0.98% | – |
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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% |