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 2023 | $10,951,915 | -53.1% | 228,689 | -53.0% | 0.09% | -50.9% |
| Q2 2023 | $23,373,740 | -58.5% | 486,345 | -57.9% | 0.18% | -60.3% |
| Q1 2023 | $56,327,566 | +3.4% | 1,154,490 | +2.2% | 0.44% | -0.5% |
| Q4 2022 | $54,471,787 | +9.2% | 1,129,183 | +9.2% | 0.44% | +2.1% |
| Q3 2022 | $49,899,000 | +179.5% | 1,033,966 | +184.9% | 0.43% | +199.3% |
| Q2 2022 | $17,852,000 | +7594.8% | 362,920 | +7638.2% | 0.14% | +7150.0% |
| Q1 2022 | $232,000 | -68.1% | 4,690 | -67.2% | 0.00% | -60.0% |
| Q4 2021 | $727,000 | +205.5% | 14,306 | +209.0% | 0.01% | +150.0% |
| Q4 2020 | $238,000 | -1.7% | 4,630 | -1.6% | 0.00% | 0.0% |
| Q3 2020 | $242,000 | -0.4% | 4,705 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $243,000 | 0.0% | 4,705 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $243,000 | +2.1% | 4,705 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $238,000 | – | 4,705 | – | 0.00% | – |
Download | ||||||
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% |