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 | $690,334 | +0.6% | 14,415 | +1.0% | 0.01% | +10.0% |
| Q2 2023 | $685,913 | +43.6% | 14,272 | +45.7% | 0.01% | +25.0% |
| Q1 2023 | $477,800 | +93402.9% | 9,793 | -7.5% | 0.01% | 0.0% |
| Q4 2022 | $511 | -99.9% | 10,586 | -3.3% | 0.01% | -11.1% |
| Q3 2022 | $528,000 | -11.7% | 10,949 | -9.9% | 0.01% | 0.0% |
| Q2 2022 | $598,000 | +2.4% | 12,156 | +3.1% | 0.01% | +12.5% |
| Q1 2022 | $584,000 | -19.4% | 11,786 | -17.3% | 0.01% | -11.1% |
| Q4 2021 | $725,000 | +1.4% | 14,249 | +2.1% | 0.01% | -43.8% |
| Q3 2021 | $715,000 | +3.6% | 13,959 | +3.6% | 0.02% | 0.0% |
| Q2 2021 | $690,000 | +19.6% | 13,479 | +19.9% | 0.02% | +14.3% |
| Q1 2021 | $577,000 | +1.2% | 11,239 | +1.3% | 0.01% | -6.7% |
| Q4 2020 | $570,000 | – | 11,094 | – | 0.02% | – |
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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% |