SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,821,054 | -0.8% | 163,314 | -0.5% | 0.02% | 0.0% |
| Q2 2023 | $7,887,230 | +98552.0% | 164,122 | +0.2% | 0.02% | -8.7% |
| Q1 2023 | $7,995 | +11.8% | 163,870 | +10.5% | 0.02% | 0.0% |
| Q4 2022 | $7,151 | -99.8% | 148,241 | +56.8% | 0.02% | +27.8% |
| Q3 2022 | $4,563,000 | +16.6% | 94,551 | +18.8% | 0.02% | +12.5% |
| Q2 2022 | $3,915,000 | -7.9% | 79,595 | -7.2% | 0.02% | 0.0% |
| Q1 2022 | $4,251,000 | -41.0% | 85,803 | -39.4% | 0.02% | -46.7% |
| Q4 2021 | $7,200,000 | -33.4% | 141,599 | -33.0% | 0.03% | -46.4% |
| Q3 2021 | $10,811,000 | -6.4% | 211,202 | -6.4% | 0.06% | -22.2% |
| Q2 2021 | $11,554,000 | -13.6% | 225,576 | -13.5% | 0.07% | -22.6% |
| Q1 2021 | $13,374,000 | -41.7% | 260,644 | -41.6% | 0.09% | -47.2% |
| Q4 2020 | $22,935,000 | +3.8% | 446,284 | +4.0% | 0.18% | -15.4% |
| Q3 2020 | $22,105,000 | +10.1% | 429,228 | +10.4% | 0.21% | +3.5% |
| Q2 2020 | $20,070,000 | +16.0% | 388,725 | +16.2% | 0.20% | -6.9% |
| Q1 2020 | $17,302,000 | +141.3% | 334,473 | +135.5% | 0.22% | +191.9% |
| Q4 2019 | $7,169,000 | +40.1% | 142,011 | +40.4% | 0.07% | +21.3% |
| Q3 2019 | $5,116,000 | +20.2% | 101,134 | +20.2% | 0.06% | +19.6% |
| Q2 2019 | $4,257,000 | +45.4% | 84,140 | +44.2% | 0.05% | +21.4% |
| Q1 2019 | $2,928,000 | +3.0% | 58,334 | +2.4% | 0.04% | -17.6% |
| Q4 2018 | $2,844,000 | -1.9% | 56,987 | -2.6% | 0.05% | -32.0% |
| Q3 2018 | $2,900,000 | -1.2% | 58,498 | -0.8% | 0.08% | -9.6% |
| Q2 2018 | $2,934,000 | +20.1% | 58,994 | +20.4% | 0.08% | -5.7% |
| Q1 2018 | $2,442,000 | +50.6% | 48,998 | +51.3% | 0.09% | +39.7% |
| Q4 2017 | $1,621,000 | -29.5% | 32,390 | -29.0% | 0.06% | -39.4% |
| Q3 2017 | $2,300,000 | +19.2% | 45,635 | +19.2% | 0.10% | +14.3% |
| Q2 2017 | $1,929,000 | +20.2% | 38,279 | +20.3% | 0.09% | +30.0% |
| Q1 2017 | $1,605,000 | +4.2% | 31,820 | +4.2% | 0.07% | -1.4% |
| Q4 2016 | $1,540,000 | -21.8% | 30,535 | -21.3% | 0.07% | -25.3% |
| Q3 2016 | $1,970,000 | +10.4% | 38,800 | +10.8% | 0.10% | -2.1% |
| Q2 2016 | $1,785,000 | +45.2% | 35,018 | +44.8% | 0.10% | +32.9% |
| Q1 2016 | $1,229,000 | +188.5% | 24,179 | +186.1% | 0.07% | +170.4% |
| Q4 2015 | $426,000 | +31.1% | 8,451 | +32.0% | 0.03% | +92.9% |
| Q3 2015 | $325,000 | -3.6% | 6,403 | -3.6% | 0.01% | -12.5% |
| Q2 2015 | $337,000 | +2.1% | 6,639 | +2.1% | 0.02% | -42.9% |
| Q1 2015 | $330,000 | +61.0% | 6,503 | +60.3% | 0.03% | +55.6% |
| Q4 2014 | $205,000 | – | 4,058 | – | 0.02% | – |
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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% |