SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $1,194,000 | -1.9% | 24,265 | -1.2% | 0.07% | +16.4% |
Q1 2022 | $1,217,000 | -2.6% | 24,565 | 0.0% | 0.06% | +1.7% |
Q4 2021 | $1,249,000 | -0.9% | 24,565 | -0.2% | 0.06% | -11.8% |
Q3 2021 | $1,260,000 | -0.1% | 24,620 | 0.0% | 0.07% | +3.0% |
Q2 2021 | $1,261,000 | -32.3% | 24,620 | -32.2% | 0.07% | -36.5% |
Q1 2021 | $1,864,000 | -3.8% | 36,320 | -3.7% | 0.10% | -11.9% |
Q4 2020 | $1,938,000 | +1.6% | 37,720 | +1.9% | 0.12% | -10.6% |
Q3 2020 | $1,907,000 | -10.4% | 37,020 | -10.2% | 0.13% | -14.3% |
Q2 2020 | $2,128,000 | +2.6% | 41,220 | +2.7% | 0.15% | -11.5% |
Q1 2020 | $2,075,000 | +3.8% | 40,120 | +1.3% | 0.17% | +27.9% |
Q4 2019 | $2,000,000 | -0.4% | 39,620 | -0.2% | 0.14% | -9.9% |
Q3 2019 | $2,008,000 | 0.0% | 39,695 | 0.0% | 0.15% | +0.7% |
Q2 2019 | $2,008,000 | -4.6% | 39,695 | -5.4% | 0.15% | -3.8% |
Q1 2019 | $2,105,000 | -5.1% | 41,945 | -5.6% | 0.16% | -13.3% |
Q4 2018 | $2,218,000 | -15.2% | 44,445 | -15.7% | 0.18% | -1.6% |
Q3 2018 | $2,615,000 | -2.4% | 52,750 | -2.0% | 0.18% | -11.2% |
Q2 2018 | $2,678,000 | -2.2% | 53,850 | -2.0% | 0.21% | -4.2% |
Q1 2018 | $2,739,000 | -4.0% | 54,950 | -3.7% | 0.22% | -2.7% |
Q4 2017 | $2,854,000 | -0.1% | 57,050 | +0.7% | 0.22% | -5.2% |
Q3 2017 | $2,856,000 | +0.2% | 56,675 | +0.2% | 0.23% | -4.1% |
Q2 2017 | $2,851,000 | +3.0% | 56,550 | +3.1% | 0.24% | -1.6% |
Q1 2017 | $2,768,000 | -1.7% | 54,850 | -1.8% | 0.25% | -8.5% |
Q4 2016 | $2,816,000 | +1.4% | 55,850 | +2.2% | 0.27% | -2.5% |
Q3 2016 | $2,776,000 | +5.4% | 54,650 | +5.7% | 0.28% | +0.4% |
Q2 2016 | $2,635,000 | +6.9% | 51,700 | +6.6% | 0.28% | +3.8% |
Q1 2016 | $2,464,000 | +0.7% | 48,500 | 0.0% | 0.27% | -5.7% |
Q4 2015 | $2,446,000 | -0.1% | 48,500 | +0.6% | 0.28% | -5.4% |
Q3 2015 | $2,449,000 | +0.2% | 48,200 | 0.0% | 0.30% | +9.6% |
Q2 2015 | $2,444,000 | -0.1% | 48,200 | 0.0% | 0.27% | -3.5% |
Q1 2015 | $2,446,000 | -5.6% | 48,200 | -5.9% | 0.28% | -6.3% |
Q4 2014 | $2,590,000 | -3.2% | 51,200 | -3.2% | 0.30% | -5.6% |
Q3 2014 | $2,675,000 | -2.7% | 52,900 | -2.6% | 0.32% | -3.0% |
Q2 2014 | $2,749,000 | +0.1% | 54,300 | 0.0% | 0.33% | -5.5% |
Q1 2014 | $2,745,000 | +17.8% | 54,300 | +17.8% | 0.35% | +9.8% |
Q4 2013 | $2,330,000 | +5.8% | 46,100 | +5.7% | 0.32% | -5.4% |
Q3 2013 | $2,203,000 | +1.8% | 43,600 | +1.6% | 0.34% | -4.3% |
Q2 2013 | $2,165,000 | – | 42,900 | – | 0.35% | – |
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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% |