SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $561,000 | +11.1% | 10,956 | +11.2% | 0.04% | +11.8% |
| Q2 2021 | $505,000 | -42.0% | 9,855 | -42.0% | 0.03% | -46.9% |
| Q1 2021 | $871,000 | -10.1% | 16,980 | -9.9% | 0.06% | -13.5% |
| Q4 2020 | $969,000 | -17.3% | 18,850 | -17.3% | 0.07% | -27.5% |
| Q3 2020 | $1,172,000 | -30.9% | 22,800 | -30.6% | 0.10% | -37.4% |
| Q2 2020 | $1,695,000 | -46.3% | 32,833 | -46.2% | 0.16% | -55.1% |
| Q1 2020 | $3,158,000 | +32.1% | 61,047 | +28.9% | 0.36% | +62.1% |
| Q4 2019 | $2,391,000 | +110.3% | 47,369 | +110.7% | 0.22% | +85.1% |
| Q3 2019 | $1,137,000 | -31.6% | 22,479 | -31.6% | 0.12% | -30.1% |
| Q2 2019 | $1,662,000 | +24.4% | 32,861 | +23.4% | 0.17% | +18.5% |
| Q1 2019 | $1,336,000 | -40.3% | 26,623 | -40.7% | 0.15% | -47.5% |
| Q4 2018 | $2,239,000 | – | 44,864 | – | 0.28% | – |
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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% |