SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 584 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,050,873 | -46.3% | 42,611 | -46.2% | 0.17% | -45.1% |
Q1 2024 | $3,820,764 | -15.2% | 79,253 | -14.8% | 0.31% | -16.6% |
Q4 2023 | $4,507,265 | -10.0% | 93,029 | -11.0% | 0.37% | -40.1% |
Q3 2023 | $5,008,048 | -7.6% | 104,574 | -7.3% | 0.61% | +0.8% |
Q2 2023 | $5,421,778 | -0.3% | 112,813 | +1.2% | 0.61% | -1.1% |
Q1 2023 | $5,439,995 | +15.4% | 111,498 | +14.1% | 0.62% | +15.8% |
Q4 2022 | $4,715,271 | -99.9% | 97,746 | -4.3% | 0.53% | -6.5% |
Q3 2022 | $4,929,107,000 | -7.1% | 102,136 | -5.3% | 0.57% | +0.4% |
Q2 2022 | $5,304,098,000 | +76916.1% | 107,829 | -22.4% | 0.57% | -8.4% |
Q1 2022 | $6,887,000 | -1.6% | 139,024 | +1.1% | 0.62% | +20.5% |
Q4 2021 | $6,996,000 | +1.0% | 137,575 | +1.7% | 0.51% | -3.0% |
Q3 2021 | $6,926,000 | +1.8% | 135,306 | +1.9% | 0.53% | +4.5% |
Q2 2021 | $6,802,000 | -4.6% | 132,802 | -4.4% | 0.51% | -8.7% |
Q1 2021 | $7,131,000 | -9.8% | 138,984 | -9.6% | 0.55% | -36.2% |
Q4 2020 | $7,904,000 | -3.3% | 153,812 | -3.1% | 0.87% | -2.5% |
Q3 2020 | $8,175,000 | +3.2% | 158,735 | +3.4% | 0.89% | +3.1% |
Q2 2020 | $7,923,000 | -3.8% | 153,465 | -5.7% | 0.86% | +18.5% |
Q1 2020 | $8,233,000 | -4.0% | 162,671 | -4.2% | 0.73% | -3.6% |
Q4 2019 | $8,575,000 | -2.1% | 169,867 | -1.9% | 0.76% | -0.8% |
Q3 2019 | $8,756,000 | +0.3% | 173,073 | +0.3% | 0.76% | +4.1% |
Q2 2019 | $8,729,000 | -1.1% | 172,545 | -1.9% | 0.73% | +3.2% |
Q1 2019 | $8,828,000 | -49.8% | 175,888 | -50.1% | 0.71% | -48.2% |
Q4 2018 | $17,597,000 | -5.4% | 352,584 | -5.9% | 1.37% | +17.3% |
Q3 2018 | $18,601,000 | -0.9% | 374,868 | -0.7% | 1.17% | +3.2% |
Q2 2018 | $18,771,000 | +4.8% | 377,385 | +5.1% | 1.13% | +23.6% |
Q1 2018 | $17,904,000 | +6.7% | 359,224 | +7.1% | 0.91% | +6.7% |
Q4 2017 | $16,773,000 | +6.3% | 335,267 | +7.1% | 0.86% | -1.0% |
Q3 2017 | $15,778,000 | +13.8% | 313,060 | +13.8% | 0.87% | +9.6% |
Q2 2017 | $13,868,000 | +13.8% | 275,059 | +13.9% | 0.79% | +11.4% |
Q1 2017 | $12,181,000 | – | 241,391 | – | 0.71% | – |
Download |
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% |