SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,973,027 | -4.0% | 208,249 | -3.7% | 7.67% | -2.9% |
| Q2 2023 | $10,389,959 | +0.4% | 216,187 | +1.9% | 7.90% | -5.0% |
| Q1 2023 | $10,353,083 | -2.2% | 212,197 | -3.3% | 8.32% | -5.6% |
| Q4 2022 | $10,587,352 | +3.8% | 219,472 | +3.8% | 8.82% | -7.7% |
| Q3 2022 | $10,201,000 | -10.7% | 211,371 | -9.0% | 9.55% | -3.8% |
| Q2 2022 | $11,421,000 | +2.8% | 232,176 | +3.6% | 9.92% | +2.3% |
| Q1 2022 | $11,106,000 | -2.2% | 224,189 | +0.4% | 9.70% | -0.2% |
| Q4 2021 | $11,358,000 | +2.9% | 223,363 | +3.6% | 9.72% | -4.9% |
| Q3 2021 | $11,041,000 | +14.0% | 215,687 | +14.1% | 10.22% | +8.4% |
| Q2 2021 | $9,682,000 | +2.4% | 189,028 | +2.6% | 9.43% | -4.2% |
| Q1 2021 | $9,457,000 | +7.5% | 184,306 | +7.7% | 9.84% | +12.7% |
| Q4 2020 | $8,794,000 | – | 171,125 | – | 8.73% | – |
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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% |