SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,875,697 | +2.7% | 39,167 | +3.1% | 0.38% | +13.9% |
| Q2 2023 | $1,826,127 | -1.7% | 37,997 | -0.2% | 0.33% | -11.0% |
| Q1 2023 | $1,857,915 | +24.2% | 38,080 | +22.8% | 0.37% | +15.9% |
| Q4 2022 | $1,495,710 | +556.0% | 31,006 | +550.8% | 0.32% | +386.4% |
| Q3 2022 | $228,000 | -99.1% | 4,764 | -99.1% | 0.07% | -98.8% |
| Q2 2022 | $26,451,000 | +8866.4% | 541,124 | +8842.7% | 5.70% | +11781.2% |
| Q1 2022 | $295,000 | +5.7% | 6,051 | +8.4% | 0.05% | +6.7% |
| Q4 2021 | $279,000 | -0.4% | 5,583 | +0.4% | 0.04% | -4.3% |
| Q3 2021 | $280,000 | +12.4% | 5,560 | +14.2% | 0.05% | +23.7% |
| Q2 2021 | $249,000 | -53.6% | 4,867 | -53.5% | 0.04% | -54.8% |
| Q1 2021 | $537,000 | +2.9% | 10,458 | +3.0% | 0.08% | +6.3% |
| Q4 2020 | $522,000 | -99.6% | 10,153 | -99.6% | 0.08% | -99.6% |
| Q1 2020 | $117,890,000 | – | 2,278,946 | – | 22.28% | – |
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% |