SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 344 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $878,935 | +4.8% | 18,262 | +5.0% | 0.01% | +14.3% |
Q1 2024 | $838,768 | -42.1% | 17,398 | -41.8% | 0.01% | -41.7% |
Q4 2023 | $1,449,384 | -70.1% | 29,915 | -70.4% | 0.01% | -62.5% |
Q3 2023 | $4,846,301 | -6.8% | 101,197 | -6.5% | 0.03% | +14.3% |
Q2 2023 | $5,201,663 | +1.4% | 108,233 | +2.9% | 0.03% | -3.4% |
Q1 2023 | $5,131,611 | -24.1% | 105,178 | -25.0% | 0.03% | -23.7% |
Q4 2022 | $6,760,937 | -10.7% | 140,152 | -10.6% | 0.04% | -15.6% |
Q3 2022 | $7,568,000 | -47.7% | 156,811 | -46.7% | 0.04% | -43.0% |
Q2 2022 | $14,478,000 | -21.9% | 294,328 | -21.4% | 0.08% | -12.2% |
Q1 2022 | $18,547,000 | -14.6% | 374,382 | -12.3% | 0.09% | -10.0% |
Q4 2021 | $21,708,000 | -3.6% | 426,898 | -2.9% | 0.10% | -11.5% |
Q3 2021 | $22,514,000 | -3.9% | 439,807 | -3.8% | 0.11% | -4.2% |
Q2 2021 | $23,423,000 | -1.8% | 457,300 | -1.7% | 0.12% | -10.6% |
Q1 2021 | $23,858,000 | -7.8% | 464,980 | -7.6% | 0.13% | -15.4% |
Q4 2020 | $25,873,000 | +0.6% | 503,458 | +0.8% | 0.16% | -7.1% |
Q3 2020 | $25,719,000 | +10.1% | 499,392 | +10.3% | 0.17% | -1.2% |
Q2 2020 | $23,370,000 | -13.6% | 452,644 | -13.4% | 0.17% | -23.8% |
Q1 2020 | $27,045,000 | +7.7% | 522,817 | +5.1% | 0.22% | +37.7% |
Q4 2019 | $25,107,000 | -3.1% | 497,365 | -2.9% | 0.16% | -10.5% |
Q3 2019 | $25,912,000 | -2.5% | 512,196 | -2.5% | 0.18% | +4.0% |
Q2 2019 | $26,584,000 | -19.9% | 525,475 | -20.5% | 0.17% | -25.3% |
Q1 2019 | $33,182,000 | -4.9% | 661,128 | -5.4% | 0.23% | -15.9% |
Q4 2018 | $34,880,000 | +20.5% | 698,850 | +19.7% | 0.28% | +36.5% |
Q3 2018 | $28,939,000 | +12.3% | 583,800 | +12.7% | 0.20% | +5.7% |
Q2 2018 | $25,766,000 | +10.6% | 518,022 | +10.8% | 0.19% | +7.9% |
Q1 2018 | $23,304,000 | +0.6% | 467,583 | +1.0% | 0.18% | -2.7% |
Q4 2017 | $23,173,000 | -1.6% | 463,181 | -0.9% | 0.18% | -8.5% |
Q3 2017 | $23,548,000 | +4964.1% | 467,231 | +4967.6% | 0.20% | +4900.0% |
Q2 2017 | $465,000 | -12.9% | 9,220 | -12.8% | 0.00% | -20.0% |
Q1 2017 | $534,000 | -15.0% | 10,576 | -15.1% | 0.01% | -16.7% |
Q4 2016 | $628,000 | -30.3% | 12,463 | -29.8% | 0.01% | -33.3% |
Q3 2016 | $901,000 | -38.3% | 17,749 | -38.0% | 0.01% | -40.0% |
Q2 2016 | $1,461,000 | -17.2% | 28,646 | -17.6% | 0.02% | -21.1% |
Q1 2016 | $1,765,000 | -26.6% | 34,751 | -27.1% | 0.02% | -32.1% |
Q4 2015 | $2,403,000 | -18.4% | 47,641 | -17.8% | 0.03% | -20.0% |
Q3 2015 | $2,944,000 | -21.6% | 57,957 | -21.8% | 0.04% | -20.5% |
Q2 2015 | $3,757,000 | +13.4% | 74,088 | +13.4% | 0.04% | +7.3% |
Q1 2015 | $3,314,000 | -45.6% | 65,308 | -45.7% | 0.04% | -10.9% |
Q4 2014 | $6,088,000 | +1008.9% | 120,352 | +1008.7% | 0.05% | +360.0% |
Q3 2014 | $549,000 | -55.5% | 10,855 | -55.6% | 0.01% | -61.5% |
Q1 2014 | $1,235,000 | – | 24,437 | – | 0.03% | – |
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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% |