SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $213,000 | -10.9% | 4,422 | -9.1% | 0.05% | -1.9% |
| Q2 2022 | $239,000 | -86.2% | 4,867 | -86.1% | 0.05% | -83.3% |
| Q1 2022 | $1,734,000 | -57.9% | 35,011 | -56.8% | 0.31% | -54.1% |
| Q4 2021 | $4,117,000 | -0.7% | 80,964 | 0.0% | 0.68% | -12.3% |
| Q3 2021 | $4,145,000 | -5.0% | 80,964 | -4.9% | 0.77% | -4.7% |
| Q2 2021 | $4,361,000 | -6.6% | 85,144 | -6.4% | 0.81% | -16.6% |
| Q1 2021 | $4,668,000 | -7.9% | 90,981 | -7.8% | 0.97% | -7.5% |
| Q4 2020 | $5,070,000 | – | 98,649 | – | 1.05% | – |
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% |