SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $576 | +55.3% | 12,028 | +56.0% | 0.09% | +62.5% |
Q2 2023 | $371 | +6.9% | 7,709 | +8.3% | 0.06% | +3.7% |
Q1 2023 | $347 | +0.3% | 7,117 | -0.9% | 0.05% | -5.3% |
Q4 2022 | $346 | -99.9% | 7,179 | -33.2% | 0.06% | -41.2% |
Q3 2022 | $519,000 | -1.7% | 10,753 | +0.2% | 0.10% | +2.1% |
Q2 2022 | $528,000 | +50.0% | 10,730 | +51.2% | 0.10% | +50.8% |
Q1 2022 | $352,000 | -3.6% | 7,096 | -1.2% | 0.06% | -10.0% |
Q4 2021 | $365,000 | -1.6% | 7,184 | -0.8% | 0.07% | -10.3% |
Q3 2021 | $371,000 | +21.2% | 7,239 | +21.1% | 0.08% | +18.2% |
Q2 2021 | $306,000 | -2.2% | 5,978 | -2.1% | 0.07% | -10.8% |
Q1 2021 | $313,000 | -2.5% | 6,108 | -2.1% | 0.07% | -6.3% |
Q4 2020 | $321,000 | -22.7% | 6,242 | -22.5% | 0.08% | -28.2% |
Q3 2020 | $415,000 | -3.0% | 8,058 | -2.7% | 0.11% | -10.6% |
Q2 2020 | $428,000 | -38.5% | 8,281 | -38.4% | 0.12% | -43.6% |
Q1 2020 | $696,000 | -85.5% | 13,446 | -85.8% | 0.22% | -81.9% |
Q4 2019 | $4,784,000 | -6.0% | 94,770 | -5.8% | 1.20% | -8.2% |
Q3 2019 | $5,092,000 | -41.1% | 100,646 | -41.1% | 1.31% | -42.9% |
Q2 2019 | $8,644,000 | -58.1% | 170,863 | -58.5% | 2.30% | -54.2% |
Q1 2019 | $20,642,000 | +59.9% | 411,746 | +59.2% | 5.02% | +39.4% |
Q4 2018 | $12,911,000 | +3.2% | 258,693 | +2.5% | 3.61% | -0.9% |
Q3 2018 | $12,507,000 | – | 252,302 | – | 3.64% | – |
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% |