SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $663,947 | -0.4% | 13,864 | 0.0% | 0.04% | -2.8% |
Q2 2023 | $666,304 | +95.9% | 13,864 | +98.9% | 0.04% | +80.0% |
Q1 2023 | $340,115 | -78.1% | 6,971 | -77.2% | 0.02% | -74.4% |
Q4 2021 | $1,553,000 | +11.6% | 30,544 | +12.3% | 0.08% | +5.4% |
Q3 2021 | $1,392,000 | -0.1% | 27,196 | 0.0% | 0.07% | -5.1% |
Q2 2021 | $1,393,000 | – | 27,196 | – | 0.08% | – |
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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% |