SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,803 | +311.4% | 329,981 | +312.9% | 0.03% | +312.5% |
| Q2 2023 | $3,841 | +0.6% | 79,923 | +2.1% | 0.01% | 0.0% |
| Q1 2023 | $3,819 | +19.1% | 78,277 | +17.7% | 0.01% | 0.0% |
| Q4 2022 | $3,207 | -99.9% | 66,495 | +31.5% | 0.01% | +33.3% |
| Q3 2022 | $2,439,000 | -13.0% | 50,555 | -11.4% | 0.01% | -14.3% |
| Q2 2022 | $2,805,000 | +23.4% | 57,039 | +24.2% | 0.01% | +40.0% |
| Q1 2022 | $2,274,000 | -31.5% | 45,918 | -29.7% | 0.01% | -28.6% |
| Q4 2021 | $3,322,000 | -70.4% | 65,346 | -70.2% | 0.01% | -75.0% |
| Q3 2021 | $11,220,000 | +226.2% | 219,184 | +226.3% | 0.03% | +211.1% |
| Q2 2021 | $3,440,000 | -3.3% | 67,179 | -3.1% | 0.01% | -10.0% |
| Q1 2021 | $3,556,000 | -5.4% | 69,313 | -5.2% | 0.01% | -9.1% |
| Q4 2020 | $3,757,000 | -67.9% | 73,117 | -67.8% | 0.01% | -72.5% |
| Q3 2020 | $11,689,000 | +0.6% | 226,988 | +0.9% | 0.04% | -9.1% |
| Q2 2020 | $11,616,000 | -16.2% | 224,986 | -16.0% | 0.04% | -32.3% |
| Q1 2020 | $13,861,000 | +114.5% | 267,961 | +109.4% | 0.06% | +160.0% |
| Q4 2019 | $6,461,000 | +221.0% | 127,994 | +221.6% | 0.02% | +177.8% |
| Q3 2019 | $2,013,000 | -1.6% | 39,800 | -1.6% | 0.01% | 0.0% |
| Q2 2019 | $2,045,000 | +15.6% | 40,438 | +14.7% | 0.01% | +12.5% |
| Q1 2019 | $1,769,000 | -68.8% | 35,265 | -69.0% | 0.01% | -73.3% |
| Q4 2018 | $5,677,000 | +80.7% | 113,759 | +79.5% | 0.03% | +100.0% |
| Q3 2018 | $3,141,000 | +174.1% | 63,372 | +175.1% | 0.02% | +150.0% |
| Q2 2018 | $1,146,000 | +23.4% | 23,034 | +23.5% | 0.01% | +20.0% |
| Q1 2018 | $929,000 | +33.1% | 18,654 | +33.7% | 0.01% | +25.0% |
| Q4 2017 | $698,000 | – | 13,948 | – | 0.00% | – |
Download | ||||||
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% |