SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $455,243 | -0.4% | 9,506 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $456,859 | -1.5% | 9,506 | 0.0% | 0.05% | -11.7% |
| Q1 2023 | $463,798 | +1.1% | 9,506 | 0.0% | 0.06% | -4.8% |
| Q4 2022 | $458,569 | -0.1% | 9,506 | 0.0% | 0.06% | -4.5% |
| Q3 2022 | $459,000 | -1.9% | 9,506 | 0.0% | 0.07% | +1.5% |
| Q2 2022 | $468,000 | -0.6% | 9,506 | 0.0% | 0.06% | +18.2% |
| Q1 2022 | $471,000 | -2.5% | 9,506 | 0.0% | 0.06% | +1.9% |
| Q4 2021 | $483,000 | -0.8% | 9,506 | 0.0% | 0.05% | -8.5% |
| Q3 2021 | $487,000 | 0.0% | 9,506 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $487,000 | -0.2% | 9,506 | 0.0% | 0.06% | -10.3% |
| Q1 2021 | $488,000 | -0.2% | 9,506 | 0.0% | 0.07% | -2.9% |
| Q4 2020 | $489,000 | -0.2% | 9,506 | 0.0% | 0.07% | -11.4% |
| Q3 2020 | $490,000 | -0.2% | 9,506 | 0.0% | 0.08% | -9.2% |
| Q2 2020 | $491,000 | -0.2% | 9,506 | 0.0% | 0.09% | -19.4% |
| Q1 2020 | $492,000 | +2.5% | 9,506 | 0.0% | 0.11% | +17.4% |
| Q4 2019 | $480,000 | -0.2% | 9,506 | +0.0% | 0.09% | -9.8% |
| Q3 2019 | $481,000 | 0.0% | 9,505 | 0.0% | 0.10% | +6.2% |
| Q2 2019 | $481,000 | +0.8% | 9,505 | 0.0% | 0.10% | -1.0% |
| Q1 2019 | $477,000 | +0.6% | 9,505 | 0.0% | 0.10% | -13.4% |
| Q4 2018 | $474,000 | +0.6% | 9,505 | 0.0% | 0.11% | +15.5% |
| Q3 2018 | $471,000 | -0.4% | 9,505 | 0.0% | 0.10% | -11.8% |
| Q2 2018 | $473,000 | -0.2% | 9,505 | 0.0% | 0.11% | -1.8% |
| Q1 2018 | $474,000 | -0.4% | 9,505 | 0.0% | 0.11% | -2.6% |
| Q4 2017 | $476,000 | – | 9,505 | – | 0.12% | – |
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% |