SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $106,979 | +44.2% | 2,234 | +44.7% | 0.01% | +50.0% |
| Q2 2023 | $74,210 | -13.8% | 1,544 | -12.5% | 0.00% | -20.0% |
| Q1 2023 | $86,128 | -41.4% | 1,765 | -42.1% | 0.01% | -44.4% |
| Q4 2022 | $147,077 | +0.7% | 3,049 | +0.5% | 0.01% | 0.0% |
| Q3 2022 | $146,000 | -10.4% | 3,034 | -8.5% | 0.01% | -10.0% |
| Q2 2022 | $163,000 | -56.5% | 3,317 | -56.3% | 0.01% | -47.4% |
| Q1 2022 | $375,000 | -42.2% | 7,582 | -40.7% | 0.02% | -38.7% |
| Q4 2021 | $649,000 | -13.8% | 12,776 | -13.2% | 0.03% | -22.5% |
| Q3 2021 | $753,000 | -13.1% | 14,711 | -13.1% | 0.04% | -13.0% |
| Q2 2021 | $867,000 | -53.0% | 16,923 | -52.9% | 0.05% | -56.6% |
| Q1 2021 | $1,843,000 | +141.9% | 35,916 | +142.4% | 0.11% | +130.4% |
| Q4 2020 | $762,000 | +6250.0% | 14,818 | +6399.1% | 0.05% | +4500.0% |
| Q3 2020 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | – | 228 | – | 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% |