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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $28,000,000 | 0.0% | 555 | 0.0% | 0.00% | – |
| Q4 2015 | $28,000,000 | +127172.7% | 555 | +29.1% | 0.00% | – |
| Q3 2015 | $22,000 | -99.9% | 430 | -21.8% | 0.00% | – |
| Q2 2015 | $27,891,000 | +67.0% | 550 | +67.2% | 0.00% | – |
| Q1 2015 | $16,697,000 | -8.0% | 329 | -8.4% | 0.00% | – |
| Q4 2014 | $18,158,000 | +5.6% | 359 | +5.6% | 0.00% | – |
| Q3 2014 | $17,194,000 | +151.6% | 340 | +151.9% | 0.00% | – |
| Q2 2014 | $6,834,000 | – | 135 | – | 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% |