SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $252,000 | -6.0% | 4,907 | -5.6% | 0.08% | -23.8% |
| Q3 2020 | $268,000 | -2.9% | 5,197 | -2.9% | 0.10% | -10.3% |
| Q2 2020 | $276,000 | -11.0% | 5,352 | -10.6% | 0.12% | -25.9% |
| Q1 2020 | $310,000 | -16.2% | 5,988 | -18.4% | 0.16% | +24.4% |
| Q4 2019 | $370,000 | -46.8% | 7,334 | -46.7% | 0.13% | -46.9% |
| Q3 2019 | $696,000 | +3.4% | 13,760 | +3.5% | 0.24% | +2.6% |
| Q2 2019 | $673,000 | -12.7% | 13,296 | -13.4% | 0.23% | -17.7% |
| Q1 2019 | $771,000 | +39.2% | 15,361 | +38.4% | 0.28% | +15.5% |
| Q4 2018 | $554,000 | -4.0% | 11,096 | -4.6% | 0.24% | +9.4% |
| Q3 2018 | $577,000 | -3.0% | 11,635 | -2.7% | 0.22% | -11.1% |
| Q2 2018 | $595,000 | -14.0% | 11,961 | -13.8% | 0.25% | -33.5% |
| Q1 2018 | $692,000 | -7.0% | 13,875 | -6.7% | 0.38% | -1.0% |
| Q4 2017 | $744,000 | +36.3% | 14,872 | +37.2% | 0.38% | +26.8% |
| Q3 2017 | $546,000 | -4.4% | 10,837 | -4.4% | 0.30% | -8.8% |
| Q2 2017 | $571,000 | +2.1% | 11,334 | +2.4% | 0.33% | -2.6% |
| Q1 2017 | $559,000 | +13.8% | 11,072 | +13.7% | 0.34% | +17.2% |
| Q4 2016 | $491,000 | -10.1% | 9,734 | -9.5% | 0.29% | -16.7% |
| Q3 2016 | $546,000 | -2.5% | 10,759 | -2.0% | 0.35% | -1.4% |
| Q2 2016 | $560,000 | +27.9% | 10,984 | +27.3% | 0.35% | -12.6% |
| Q1 2016 | $438,000 | – | 8,629 | – | 0.40% | – |
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% |