SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $5,626,000 | +2.9% | 111,167 | +2.9% | 0.05% | +2.0% |
| Q2 2019 | $5,467,000 | +3.5% | 108,083 | +2.7% | 0.05% | -2.0% |
| Q1 2019 | $5,283,000 | -2.1% | 105,264 | -2.7% | 0.05% | -15.0% |
| Q4 2018 | $5,396,000 | +7.5% | 108,141 | +6.7% | 0.06% | +20.0% |
| Q3 2018 | $5,021,000 | -11.8% | 101,318 | -11.5% | 0.05% | -18.0% |
| Q2 2018 | $5,694,000 | +4.9% | 114,496 | +5.1% | 0.06% | 0.0% |
| Q1 2018 | $5,430,000 | +559.8% | 108,972 | +561.8% | 0.06% | +454.5% |
| Q4 2017 | $823,000 | +14.8% | 16,467 | +15.7% | 0.01% | +10.0% |
| Q3 2017 | $717,000 | -3.8% | 14,230 | -3.8% | 0.01% | -9.1% |
| Q2 2017 | $745,000 | – | 14,787 | – | 0.01% | – |
Download | ||||||
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% |