SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,152,000 | +8.9% | 83,804 | +11.8% | 2.17% | +18.2% |
| Q4 2021 | $3,812,000 | +22.6% | 74,972 | +23.4% | 1.83% | +9.8% |
| Q3 2021 | $3,110,000 | -35.0% | 60,757 | -34.8% | 1.67% | -46.8% |
| Q4 2020 | $4,786,000 | +104.4% | 93,122 | +104.8% | 3.14% | +83.3% |
| Q3 2020 | $2,342,000 | -38.7% | 45,475 | -38.6% | 1.71% | -42.7% |
| Q2 2020 | $3,821,000 | -18.6% | 74,011 | -18.4% | 2.99% | +42.2% |
| Q1 2020 | $4,694,000 | +0.9% | 90,736 | -1.6% | 2.10% | -39.0% |
| Q4 2019 | $4,654,000 | -5.7% | 92,200 | -5.5% | 3.45% | -17.3% |
| Q3 2019 | $4,934,000 | +1.4% | 97,538 | +1.4% | 4.17% | -2.7% |
| Q2 2019 | $4,868,000 | +1.0% | 96,219 | +0.2% | 4.29% | -1.7% |
| Q1 2019 | $4,819,000 | – | 96,022 | – | 4.36% | – |
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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% |