SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 582 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 1.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $347,533 | +15.6% | 7,221 | +15.8% | 0.01% | 0.0% |
| Q1 2024 | $300,574 | -0.9% | 6,235 | -0.4% | 0.01% | -15.4% |
| Q4 2023 | $303,416 | +23.1% | 6,262 | +21.6% | 0.01% | 0.0% |
| Q3 2023 | $246,565 | -66.9% | 5,149 | -66.7% | 0.01% | -64.9% |
| Q2 2023 | $744,010 | +66.8% | 15,481 | +69.4% | 0.04% | +48.0% |
| Q1 2023 | $446,001 | +4.0% | 9,141 | +2.8% | 0.02% | -3.8% |
| Q4 2022 | $428,876 | -0.5% | 8,890 | -0.5% | 0.03% | +4.0% |
| Q3 2022 | $431,000 | +1.7% | 8,934 | +3.6% | 0.02% | 0.0% |
| Q2 2022 | $424,000 | -7.4% | 8,625 | -6.8% | 0.02% | +19.0% |
| Q1 2022 | $458,000 | -2.6% | 9,250 | -0.0% | 0.02% | -4.5% |
| Q4 2021 | $470,000 | -10.5% | 9,252 | -9.8% | 0.02% | -18.5% |
| Q3 2021 | $525,000 | +27.7% | 10,253 | +27.7% | 0.03% | +28.6% |
| Q2 2021 | $411,000 | -0.2% | 8,032 | +0.1% | 0.02% | -12.5% |
| Q1 2021 | $412,000 | +23.0% | 8,020 | +23.0% | 0.02% | +14.3% |
| Q4 2020 | $335,000 | – | 6,520 | – | 0.02% | – |
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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% |