SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $215,000 | -77.3% | 4,177 | -77.2% | 0.01% | -79.2% |
| Q2 2020 | $947,000 | +2.8% | 18,339 | +3.0% | 0.05% | -17.2% |
| Q1 2020 | $921,000 | +330.4% | 17,808 | +319.5% | 0.06% | +392.3% |
| Q4 2019 | $214,000 | -34.8% | 4,245 | -35.0% | 0.01% | -43.5% |
| Q1 2019 | $328,000 | +48.4% | 6,528 | +47.7% | 0.02% | +35.3% |
| Q4 2018 | $221,000 | +452.5% | 4,421 | +453.3% | 0.02% | +466.7% |
| Q3 2018 | $40,000 | +60.0% | 799 | +59.8% | 0.00% | +50.0% |
| Q1 2018 | $25,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 724,182 | $36,824,000 | 17.91% |
| Fund Evaluation Group, LLC | 2,846,427 | $145,663,000 | 15.73% |
| IFS Advisors, LLC | 353,780 | $17,989,000 | 12.64% |
| Passive Capital Management, LLC. | 404,151 | $20,551,054 | 11.64% |
| STRATEGIC WEALTH MANAGEMENT INC | 457,418 | $23,260,000 | 11.50% |
| Edgehill Endowment Partners, LLC | 808,660 | $41,120,000 | 11.41% |
| ASSET PLANNING CORPORATION | 223,363 | $11,358,000 | 9.72% |
| Traverso Chambers Private Wealth Management, LLC | 614,306 | $31,237,000 | 9.26% |
| Tradewinds Capital Management, LLC | 1,051,636 | $53,476,000 | 8.20% |
| STERLING INVESTMENT MANAGEMENT, LLC | 247,159 | $12,568,000 | 7.83% |