SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 560 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,345,298 | +3.9% | 28,091 | +4.2% | 0.29% | +14.1% |
| Q2 2023 | $1,295,423 | -27.2% | 26,954 | -26.1% | 0.26% | -23.1% |
| Q1 2023 | $1,780,209 | +3.8% | 36,487 | +2.6% | 0.33% | -10.2% |
| Q4 2022 | $1,714,744 | +5.0% | 35,546 | +5.0% | 0.37% | -41.0% |
| Q3 2022 | $1,633,000 | -15.3% | 33,843 | -13.7% | 0.63% | +7.7% |
| Q2 2022 | $1,929,000 | -4.1% | 39,220 | -3.4% | 0.58% | +30.4% |
| Q1 2022 | $2,011,000 | +1.6% | 40,593 | +4.2% | 0.45% | +29.5% |
| Q4 2021 | $1,980,000 | +35.0% | 38,942 | +35.8% | 0.35% | +21.8% |
| Q3 2021 | $1,467,000 | +1.7% | 28,667 | +1.8% | 0.28% | +2.2% |
| Q2 2021 | $1,442,000 | +2.3% | 28,154 | +2.4% | 0.28% | -6.1% |
| Q1 2021 | $1,410,000 | +16.4% | 27,488 | +16.7% | 0.30% | +1.7% |
| Q4 2020 | $1,211,000 | -21.8% | 23,559 | -21.7% | 0.29% | -31.0% |
| Q3 2020 | $1,549,000 | +245.0% | 30,072 | +246.1% | 0.42% | +195.1% |
| Q2 2020 | $449,000 | – | 8,688 | – | 0.14% | – |
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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% |