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 | $9,848,872 | -29.1% | 204,631 | -29.0% | 0.03% | -37.3% |
| Q1 2024 | $13,892,999 | -21.4% | 288,177 | -21.0% | 0.05% | -16.4% |
| Q4 2023 | $17,665,565 | -20.4% | 364,614 | -21.3% | 0.06% | -28.2% |
| Q3 2023 | $22,182,444 | +3.3% | 463,196 | +3.7% | 0.08% | 0.0% |
| Q2 2023 | $21,473,904 | +6.6% | 446,814 | +8.2% | 0.08% | -4.5% |
| Q1 2023 | $20,146,806 | +825.4% | 412,929 | +815.0% | 0.09% | +709.1% |
| Q4 2022 | $2,176,977 | +53.0% | 45,128 | +53.1% | 0.01% | +37.5% |
| Q3 2022 | $1,423,000 | -1.7% | 29,480 | +0.1% | 0.01% | -11.1% |
| Q2 2022 | $1,448,000 | +4.4% | 29,436 | +5.1% | 0.01% | 0.0% |
| Q1 2022 | $1,387,000 | -49.7% | 28,006 | -48.3% | 0.01% | -52.6% |
| Q4 2021 | $2,756,000 | +105.8% | 54,207 | +107.2% | 0.02% | +72.7% |
| Q3 2021 | $1,339,000 | -8.8% | 26,162 | -8.8% | 0.01% | -21.4% |
| Q2 2021 | $1,469,000 | -9.3% | 28,680 | -9.2% | 0.01% | -22.2% |
| Q1 2021 | $1,620,000 | -34.0% | 31,579 | -33.9% | 0.02% | -45.5% |
| Q4 2020 | $2,454,000 | +10.6% | 47,744 | +10.8% | 0.03% | -10.8% |
| Q3 2020 | $2,219,000 | +13.8% | 43,077 | +14.1% | 0.04% | +15.6% |
| Q2 2020 | $1,950,000 | -52.7% | 37,766 | -52.6% | 0.03% | -64.8% |
| Q1 2020 | $4,121,000 | +248.1% | 79,639 | +239.6% | 0.09% | +378.9% |
| Q4 2019 | $1,184,000 | -74.5% | 23,451 | -74.4% | 0.02% | -88.3% |
| Q3 2019 | $4,642,000 | +2974.2% | 91,749 | +2967.5% | 0.16% | +2616.7% |
| Q2 2019 | $151,000 | +84.1% | 2,991 | +82.4% | 0.01% | +100.0% |
| Q1 2019 | $82,000 | -98.1% | 1,640 | -98.1% | 0.00% | -98.7% |
| Q4 2018 | $4,277,000 | +3934.9% | 85,703 | +3923.6% | 0.23% | +4480.0% |
| Q3 2018 | $106,000 | 0.0% | 2,130 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $106,000 | +103.8% | 2,130 | +103.8% | 0.01% | +100.0% |
| Q1 2018 | $52,000 | -52.3% | 1,045 | -52.1% | 0.00% | -57.1% |
| Q4 2017 | $109,000 | -39.8% | 2,180 | -39.6% | 0.01% | -12.5% |
| Q3 2017 | $181,000 | – | 3,610 | – | 0.01% | – |
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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% |