SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,636 | -0.4% | 765 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $36,766 | -4.6% | 765 | -3.2% | 0.00% | 0.0% |
| Q1 2023 | $38,547 | +26302.1% | 790 | +26233.3% | 0.00% | – |
| Q4 2022 | $146 | -99.7% | 3 | -99.7% | 0.00% | -100.0% |
| Q3 2022 | $56,000 | +115.4% | 1,159 | +120.8% | 0.00% | +100.0% |
| Q2 2022 | $26,000 | -98.5% | 525 | -98.5% | 0.00% | -98.0% |
| Q1 2022 | $1,714,000 | -66.1% | 34,600 | -65.2% | 0.05% | -65.5% |
| Q4 2021 | $5,054,000 | +86.3% | 99,400 | +87.5% | 0.14% | +46.4% |
| Q3 2021 | $2,713,000 | +9948.1% | 53,000 | +10092.3% | 0.10% | +9600.0% |
| Q3 2020 | $27,000 | -94.7% | 520 | -94.7% | 0.00% | -96.0% |
| Q2 2020 | $507,000 | -92.7% | 9,817 | -92.7% | 0.02% | -94.1% |
| Q1 2020 | $6,912,000 | +43100.0% | 133,618 | +42184.2% | 0.42% | +42200.0% |
| Q4 2019 | $16,000 | -81.0% | 316 | -81.2% | 0.00% | -80.0% |
| Q1 2018 | $84,000 | 0.0% | 1,682 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $84,000 | – | 1,682 | – | 0.01% | – |
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% |