SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,273,910 | -10.6% | 277,175 | -10.3% | 0.63% | -8.0% |
| Q2 2023 | $14,854,864 | +6.3% | 309,090 | +7.9% | 0.69% | -7.4% |
| Q1 2023 | $13,974,479 | +5.5% | 286,421 | +4.3% | 0.74% | +6.0% |
| Q4 2022 | $13,251,286 | -10.6% | 274,695 | -10.6% | 0.70% | -18.9% |
| Q3 2022 | $14,824,000 | +2.8% | 307,170 | +4.8% | 0.86% | +6.5% |
| Q2 2022 | $14,415,000 | +19.2% | 293,035 | +20.0% | 0.81% | +29.3% |
| Q1 2022 | $12,093,000 | +44.2% | 244,098 | +48.0% | 0.63% | +42.2% |
| Q4 2021 | $8,389,000 | +1.4% | 164,979 | +2.1% | 0.44% | -10.7% |
| Q3 2021 | $8,270,000 | +5.4% | 161,556 | +5.5% | 0.49% | +3.6% |
| Q2 2021 | $7,844,000 | +10.2% | 153,153 | +10.4% | 0.48% | +2.4% |
| Q1 2021 | $7,115,000 | +9.8% | 138,668 | +10.0% | 0.47% | +4.3% |
| Q4 2020 | $6,481,000 | +1.9% | 126,107 | +2.1% | 0.45% | -9.7% |
| Q3 2020 | $6,359,000 | +4.9% | 123,471 | +5.2% | 0.50% | -3.3% |
| Q2 2020 | $6,060,000 | +8.9% | 117,372 | +9.1% | 0.51% | -7.9% |
| Q1 2020 | $5,565,000 | +23.2% | 107,569 | +20.2% | 0.56% | +51.5% |
| Q4 2019 | $4,518,000 | +21.0% | 89,506 | +21.3% | 0.37% | +9.6% |
| Q3 2019 | $3,734,000 | +80.5% | 73,800 | +80.5% | 0.34% | +73.6% |
| Q2 2019 | $2,069,000 | – | 40,890 | – | 0.19% | – |
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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% |