SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,059,797 | -8.7% | 43,011 | -8.4% | 0.66% | -4.9% |
| Q2 2023 | $2,255,792 | -2.4% | 46,937 | -1.0% | 0.69% | -5.6% |
| Q1 2023 | $2,312,000 | +0.5% | 47,390 | -0.6% | 0.73% | -8.8% |
| Q4 2022 | $2,300,000 | -27.8% | 47,675 | -27.8% | 0.80% | -34.0% |
| Q3 2022 | $3,187,000 | -6.8% | 66,057 | -5.0% | 1.22% | -2.9% |
| Q2 2022 | $3,421,000 | -2.9% | 69,562 | -2.2% | 1.25% | +12.1% |
| Q1 2022 | $3,523,000 | -6.3% | 71,106 | -3.8% | 1.12% | -2.6% |
| Q4 2021 | $3,759,000 | -12.7% | 73,939 | -12.1% | 1.15% | -16.6% |
| Q3 2021 | $4,305,000 | -2.0% | 84,091 | -2.0% | 1.38% | -3.9% |
| Q2 2021 | $4,395,000 | +3.0% | 85,802 | +3.2% | 1.43% | -5.0% |
| Q1 2021 | $4,266,000 | -15.0% | 83,148 | -14.8% | 1.51% | -20.5% |
| Q4 2020 | $5,017,000 | +4.0% | 97,625 | +4.2% | 1.90% | -5.7% |
| Q3 2020 | $4,826,000 | -6.6% | 93,710 | -6.3% | 2.01% | -13.4% |
| Q2 2020 | $5,165,000 | -6.9% | 100,040 | -6.7% | 2.32% | -20.3% |
| Q1 2020 | $5,546,000 | +27.6% | 107,215 | +24.5% | 2.91% | +59.5% |
| Q4 2019 | $4,346,000 | +7.6% | 86,099 | +7.8% | 1.83% | +1.8% |
| Q3 2019 | $4,040,000 | -8.4% | 79,861 | -8.4% | 1.80% | -14.6% |
| Q2 2019 | $4,409,000 | +6.7% | 87,139 | +5.8% | 2.10% | +16.3% |
| Q1 2019 | $4,133,000 | -2.7% | 82,357 | -3.2% | 1.81% | -11.9% |
| Q4 2018 | $4,248,000 | -10.9% | 85,115 | -11.5% | 2.05% | -3.7% |
| Q3 2018 | $4,769,000 | -2.7% | 96,208 | -2.4% | 2.13% | -8.7% |
| Q2 2018 | $4,902,000 | +17.4% | 98,561 | +17.7% | 2.34% | +16.5% |
| Q1 2018 | $4,174,000 | -46.6% | 83,741 | -46.4% | 2.00% | -5.8% |
| Q4 2017 | $7,814,000 | +103.0% | 156,184 | +104.5% | 2.13% | +9.3% |
| Q3 2017 | $3,849,000 | +4.3% | 76,388 | +4.3% | 1.95% | +92.2% |
| Q2 2017 | $3,692,000 | +7.3% | 73,222 | +7.4% | 1.01% | +5.7% |
| Q1 2017 | $3,441,000 | +176.8% | 68,194 | +176.6% | 0.96% | +199.4% |
| Q4 2016 | $1,243,000 | – | 24,655 | – | 0.32% | – |
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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% |