SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,777 | -58.6% | 7,826 | -58.5% | 0.00% | – |
| Q2 2023 | $905,964 | -44.3% | 18,851 | -43.5% | 0.00% | – |
| Q1 2023 | $1,627,111 | +38.9% | 33,349 | +37.3% | 0.00% | – |
| Q4 2022 | $1,171,553 | +30.2% | 24,286 | +30.2% | 0.00% | – |
| Q3 2022 | $900,000 | -58.0% | 18,650 | -57.2% | 0.00% | – |
| Q2 2022 | $2,142,000 | -23.3% | 43,547 | -22.7% | 0.00% | -100.0% |
| Q1 2022 | $2,791,000 | +412.1% | 56,345 | +426.1% | 0.00% | – |
| Q4 2021 | $545,000 | -17.5% | 10,710 | -17.2% | 0.00% | – |
| Q3 2021 | $661,000 | -35.8% | 12,929 | -35.7% | 0.00% | – |
| Q2 2021 | $1,030,000 | +178.4% | 20,101 | +179.8% | 0.00% | – |
| Q3 2020 | $370,000 | -91.3% | 7,184 | -91.3% | 0.00% | -100.0% |
| Q2 2020 | $4,276,000 | -52.1% | 82,824 | -52.0% | 0.00% | -66.7% |
| Q1 2020 | $8,920,000 | +37.4% | 172,416 | +34.1% | 0.00% | +50.0% |
| Q4 2019 | $6,490,000 | +15.8% | 128,559 | +16.1% | 0.00% | 0.0% |
| Q3 2019 | $5,604,000 | +33.0% | 110,770 | +33.0% | 0.00% | +100.0% |
| Q2 2019 | $4,215,000 | -59.9% | 83,315 | -60.3% | 0.00% | -66.7% |
| Q1 2019 | $10,524,000 | -10.6% | 209,684 | -11.1% | 0.00% | -25.0% |
| Q4 2018 | $11,775,000 | +223.7% | 235,925 | +221.5% | 0.00% | +300.0% |
| Q3 2018 | $3,638,000 | +45.9% | 73,379 | +46.4% | 0.00% | 0.0% |
| Q2 2018 | $2,493,000 | – | 50,109 | – | 0.00% | – |
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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% |