SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 584 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279 | -70.4% | 5,825 | -70.3% | 0.00% | -73.3% |
| Q2 2023 | $942 | -99.7% | 19,603 | +211.7% | 0.02% | +200.0% |
| Q4 2022 | $303,000 | -99.9% | 6,290 | +23.5% | 0.01% | 0.0% |
| Q3 2022 | $246,000,000 | +9457.1% | 5,093 | -90.3% | 0.01% | -90.0% |
| Q2 2022 | $2,574,000 | -16.0% | 52,321 | -15.4% | 0.05% | -7.4% |
| Q1 2022 | $3,064,000 | -99.9% | 61,849 | +13.2% | 0.05% | +10.2% |
| Q4 2021 | $2,779,000,000 | +93975.8% | 54,645 | -5.3% | 0.05% | -16.9% |
| Q3 2021 | $2,954,000 | +29.8% | 57,706 | +29.9% | 0.06% | +22.9% |
| Q2 2021 | $2,275,000 | +50.1% | 44,414 | +50.3% | 0.05% | +29.7% |
| Q1 2021 | $1,516,000 | – | 29,548 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 577,166 | $29,660,000 | 17.69% |
| Blossom Wealth Management | 14,445 | $742,000 | 16.59% |
| Fund Evaluation Group, LLC | 2,482,391 | $127,570,000 | 15.00% |
| Edgehill Endowment Partners, LLC | 805,298 | $41,384,000 | 14.55% |
| Corrigan Financial, Inc. | 499,259 | $25,656,907 | 11.25% |
| Traverso Chambers Private Wealth Management, LLC | 513,594 | $26,394,000 | 9.48% |
| STRATEGIC WEALTH MANAGEMENT INC | 279,400 | $14,358,000 | 8.82% |
| ASSET PLANNING CORPORATION | 171,125 | $8,794,000 | 8.73% |
| Tradewinds Capital Management, LLC | 766,948 | $39,413,000 | 8.53% |
| WestHill Financial Advisors, Inc. | 404,060 | $20,765,000 | 8.17% |