Seven Post Investment Office LP - SCHWAB STRATEGIC TR ownership

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
Seven Post Investment Office LP ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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$578,00011,9810.22%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Reliant Wealth Planning 609,500$31,273,00018.13%
Fund Evaluation Group, LLC 2,707,316$138,912,00015.17%
Edgehill Endowment Partners, LLC 806,134$41,363,00013.69%
Roof Eidam Maycock Peralta, LLC 574,084$29,456,00011.36%
SENTINEL PENSION ADVISORS INC 398,223$30,564,00011.21%
ASSET PLANNING CORPORATION 184,306$9,457,0009.84%
Traverso Chambers Private Wealth Management, LLC 552,283$28,338,0009.56%
STERLING INVESTMENT MANAGEMENT, LLC 254,838$13,076,0008.95%
Tradewinds Capital Management, LLC 847,172$43,468,0008.65%
IFS Advisors, LLC 207,871$10,665,0008.34%
View complete list of SCHWAB STRATEGIC TR shareholders