SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 566 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,920 | -99.8% | 123 | -99.8% | 0.00% | – |
Q1 2024 | $2,573,643 | -75.8% | 53,384 | -76.0% | 0.00% | – |
Q3 2023 | $10,638,955 | +75.2% | 222,154 | +75.8% | 0.00% | – |
Q2 2023 | $6,071,516 | +497565.2% | 126,332 | +505228.0% | 0.00% | – |
Q1 2023 | $1,220 | – | 25 | +257.1% | 0.00% | – |
Q3 2022 | $0 | -100.0% | 7 | -95.4% | 0.00% | – |
Q2 2022 | $7,000 | -46.2% | 151 | -41.5% | 0.00% | – |
Q1 2022 | $13,000 | +18.2% | 258 | +16.7% | 0.00% | – |
Q4 2021 | $11,000 | -21.4% | 221 | -19.0% | 0.00% | – |
Q3 2021 | $14,000 | -6.7% | 273 | -4.5% | 0.00% | – |
Q2 2021 | $15,000 | +25.0% | 286 | +19.2% | 0.00% | – |
Q1 2021 | $12,000 | +200.0% | 240 | +220.0% | 0.00% | – |
Q4 2020 | $4,000 | -20.0% | 75 | -22.7% | 0.00% | – |
Q3 2020 | $5,000 | -16.7% | 97 | -11.0% | 0.00% | – |
Q2 2020 | $6,000 | -88.2% | 109 | -89.0% | 0.00% | – |
Q1 2020 | $51,000 | +142.9% | 994 | +145.4% | 0.00% | – |
Q4 2019 | $21,000 | -25.0% | 405 | -24.9% | 0.00% | – |
Q3 2019 | $28,000 | +600.0% | 539 | +591.0% | 0.00% | – |
Q2 2019 | $4,000 | -60.0% | 78 | -62.5% | 0.00% | – |
Q1 2019 | $10,000 | -23.1% | 208 | -17.5% | 0.00% | – |
Q4 2018 | $13,000 | -27.8% | 252 | -30.2% | 0.00% | – |
Q3 2018 | $18,000 | +5.9% | 361 | +4.9% | 0.00% | – |
Q2 2018 | $17,000 | +325.0% | 344 | +421.2% | 0.00% | – |
Q1 2018 | $4,000 | +300.0% | 66 | +340.0% | 0.00% | – |
Q4 2017 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
Q3 2017 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
Q2 2017 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
Q1 2017 | $1,000 | – | 15 | – | 0.00% | – |
Download |
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% |