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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 426,950 | $21,279,000 | 16.58% |
| Corrigan Financial, Inc. | 344,961 | $17,192,841 | 13.25% |
| Quantum Capital Management, LLC / NJ | 600,742 | $29,941,000 | 8.56% |
| USAdvisors Wealth Management, LLC | 179,724 | $8,957,000 | 7.11% |
| Invst, LLC | 190,973 | $9,510,000 | 6.11% |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 15,200 | $758,000 | 5.99% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 172,778 | $8,607,000 | 5.78% |
| JUNCTURE WEALTH STRATEGIES, LLC | 173,913 | $8,668,000 | 4.83% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 298,152 | $14,860,000 | 4.78% |
| Relaxing Retirement Coach | 249,182 | $12,419,000 | 3.92% |