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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $266,168 | -31.1% | 5,521 | -30.8% | 0.01% | -37.5% |
| Q4 2023 | $386,341 | +1.2% | 7,974 | 0.0% | 0.02% | -5.9% |
| Q3 2023 | $381,875 | -0.4% | 7,974 | 0.0% | 0.02% | +6.2% |
| Q2 2023 | $383,231 | -1.8% | 7,974 | -0.3% | 0.02% | -11.1% |
| Q1 2023 | $390,272 | +12.0% | 7,999 | +10.8% | 0.02% | +12.5% |
| Q4 2022 | $348,341 | +0.1% | 7,221 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $348,000 | -2.0% | 7,221 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $355,000 | -68.9% | 7,221 | -68.7% | 0.02% | -60.9% |
| Q1 2022 | $1,142,000 | -3.5% | 23,058 | -0.9% | 0.05% | -2.1% |
| Q4 2021 | $1,183,000 | -3.5% | 23,258 | -2.9% | 0.05% | -14.5% |
| Q3 2021 | $1,226,000 | -27.9% | 23,958 | -27.8% | 0.06% | -32.1% |
| Q2 2021 | $1,700,000 | +39.8% | 33,193 | +40.1% | 0.08% | +30.6% |
| Q1 2021 | $1,216,000 | -41.6% | 23,698 | -41.5% | 0.06% | -49.2% |
| Q4 2020 | $2,081,000 | -5.7% | 40,496 | -5.5% | 0.12% | -19.7% |
| Q3 2020 | $2,207,000 | -27.2% | 42,845 | -27.0% | 0.15% | -33.9% |
| Q2 2020 | $3,030,000 | +18.3% | 58,689 | +18.5% | 0.23% | -3.8% |
| Q1 2020 | $2,561,000 | -67.5% | 49,516 | -68.3% | 0.24% | -63.6% |
| Q4 2019 | $7,881,000 | -55.2% | 156,118 | -55.1% | 0.66% | -60.0% |
| Q3 2019 | $17,579,000 | – | 347,487 | – | 1.64% | – |
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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% |