SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 560 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,673 | +1.2% | 179 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $8,572 | -0.3% | 179 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,602 | -1.5% | 179 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,733 | +1.1% | 179 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,634 | +7.9% | 179 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | +300.0% | 179 | +316.3% | 0.00% | +100.0% |
| Q2 2022 | $2,000 | – | 43 | – | 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% |