SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 367 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 | $68,491 | -76.2% | 1,430 | -76.1% | 0.02% | -75.7% |
Q2 2023 | $287,455 | -72.6% | 5,981 | -72.2% | 0.07% | -72.6% |
Q1 2023 | $1,048,674 | -1.4% | 21,494 | -2.5% | 0.27% | -4.3% |
Q4 2022 | $1,063,708 | -0.6% | 22,050 | -0.6% | 0.28% | -1.7% |
Q3 2022 | $1,070,000 | -4.1% | 22,175 | -2.3% | 0.29% | +5.1% |
Q2 2022 | $1,116,000 | -1.1% | 22,686 | -0.4% | 0.27% | +5.4% |
Q1 2022 | $1,128,000 | +4.0% | 22,770 | +6.7% | 0.26% | +7.9% |
Q4 2021 | $1,085,000 | -2.2% | 21,338 | -1.5% | 0.24% | -8.4% |
Q3 2021 | $1,109,000 | +1.8% | 21,664 | +1.9% | 0.26% | +3.1% |
Q2 2021 | $1,089,000 | +4.4% | 21,265 | +4.7% | 0.25% | -0.8% |
Q1 2021 | $1,043,000 | -3.1% | 20,320 | -3.0% | 0.26% | -15.2% |
Q4 2020 | $1,076,000 | +21.2% | 20,938 | +21.5% | 0.30% | +1.3% |
Q3 2020 | $888,000 | +103.7% | 17,238 | +104.0% | 0.30% | +88.6% |
Q2 2020 | $436,000 | -20.1% | 8,451 | -20.0% | 0.16% | -34.2% |
Q1 2020 | $546,000 | +12.3% | 10,560 | +9.7% | 0.24% | +33.3% |
Q4 2019 | $486,000 | +0.8% | 9,628 | +1.1% | 0.18% | -1.1% |
Q3 2019 | $482,000 | -5.7% | 9,519 | -5.8% | 0.18% | -4.7% |
Q2 2019 | $511,000 | +6.0% | 10,108 | +5.3% | 0.19% | +2.1% |
Q1 2019 | $482,000 | +43.5% | 9,596 | +42.6% | 0.19% | +19.1% |
Q4 2018 | $336,000 | +2.8% | 6,731 | +2.2% | 0.16% | +22.7% |
Q3 2018 | $327,000 | +7.9% | 6,587 | +8.2% | 0.13% | +1.6% |
Q2 2018 | $303,000 | -0.7% | 6,090 | -0.4% | 0.13% | -7.4% |
Q1 2018 | $305,000 | +2.3% | 6,112 | +2.5% | 0.14% | +2.3% |
Q4 2017 | $298,000 | -21.2% | 5,965 | -20.5% | 0.13% | -24.0% |
Q3 2017 | $378,000 | +14.2% | 7,502 | +14.2% | 0.18% | +10.1% |
Q2 2017 | $331,000 | +22.6% | 6,570 | +22.6% | 0.16% | +16.9% |
Q1 2017 | $270,000 | +35.0% | 5,358 | +35.0% | 0.14% | +10.6% |
Q4 2016 | $200,000 | – | 3,970 | – | 0.12% | – |
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% |