SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $713,764 | -6.7% | 14,904 | -6.4% | 0.20% | -15.5% |
Q2 2023 | $765,262 | -73.5% | 15,923 | -73.1% | 0.23% | -77.6% |
Q1 2023 | $2,887,347 | -1.7% | 59,179 | -2.8% | 1.04% | +1.0% |
Q4 2022 | $2,936,582 | +408.1% | 60,874 | +408.1% | 1.03% | +358.7% |
Q3 2022 | $578,000 | – | 11,981 | – | 0.22% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Reliant Wealth Planning | 609,500 | $31,273,000 | 18.13% |
Fund Evaluation Group, LLC | 2,707,316 | $138,912,000 | 15.17% |
Edgehill Endowment Partners, LLC | 806,134 | $41,363,000 | 13.69% |
Roof Eidam Maycock Peralta, LLC | 574,084 | $29,456,000 | 11.36% |
SENTINEL PENSION ADVISORS INC | 398,223 | $30,564,000 | 11.21% |
ASSET PLANNING CORPORATION | 184,306 | $9,457,000 | 9.84% |
Traverso Chambers Private Wealth Management, LLC | 552,283 | $28,338,000 | 9.56% |
STERLING INVESTMENT MANAGEMENT, LLC | 254,838 | $13,076,000 | 8.95% |
Tradewinds Capital Management, LLC | 847,172 | $43,468,000 | 8.65% |
IFS Advisors, LLC | 207,871 | $10,665,000 | 8.34% |