SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 467 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $327,785 | -41.8% | 6,795 | -41.8% | 0.03% | -46.4% |
| Q3 2022 | $563,000 | -57.8% | 11,681 | -56.9% | 0.06% | -57.6% |
| Q2 2022 | $1,333,000 | +37.3% | 27,091 | +38.3% | 0.13% | +67.1% |
| Q1 2022 | $971,000 | -5.5% | 19,594 | -3.0% | 0.08% | 0.0% |
| Q4 2021 | $1,027,000 | -22.5% | 20,199 | -22.0% | 0.08% | -6.0% |
| Q3 2021 | $1,325,000 | -20.6% | 25,895 | -20.5% | 0.08% | -22.2% |
| Q2 2021 | $1,669,000 | -4.7% | 32,585 | -4.6% | 0.11% | -7.7% |
| Q1 2021 | $1,752,000 | -23.0% | 34,148 | -22.8% | 0.12% | -25.5% |
| Q4 2020 | $2,274,000 | -7.7% | 44,260 | -7.5% | 0.16% | -16.5% |
| Q3 2020 | $2,465,000 | -3.4% | 47,874 | -3.1% | 0.19% | -12.6% |
| Q2 2020 | $2,552,000 | +24.6% | 49,426 | +24.8% | 0.22% | -18.9% |
| Q1 2020 | $2,048,000 | – | 39,598 | – | 0.26% | – |
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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% |