SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 568 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $417,656 | -10.2% | 8,678 | -10.1% | 0.01% | -12.5% |
| Q1 2024 | $465,252 | +6.4% | 9,651 | +6.9% | 0.01% | -11.1% |
| Q4 2023 | $437,217 | -16.7% | 9,024 | -17.7% | 0.01% | -25.0% |
| Q3 2023 | $524,846 | +9.3% | 10,959 | +9.7% | 0.01% | +9.1% |
| Q2 2023 | $480,192 | +74.7% | 9,992 | +77.4% | 0.01% | +57.1% |
| Q1 2023 | $274,838 | -73.9% | 5,633 | -72.8% | 0.01% | -83.7% |
| Q4 2021 | $1,053,000 | +5442.1% | 20,708 | +5306.8% | 0.04% | +2050.0% |
| Q2 2018 | $19,000 | – | 383 | – | 0.00% | – |
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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% |