SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $646,707 | -17.7% | 13,504 | -17.4% | 0.61% | -7.3% |
Q2 2023 | $785,541 | -2.0% | 16,345 | -0.5% | 0.66% | -5.7% |
Q1 2023 | $801,278 | +0.4% | 16,423 | -0.7% | 0.70% | -0.9% |
Q4 2022 | $797,890 | +0.6% | 16,540 | +0.6% | 0.70% | -2.9% |
Q3 2022 | $793,000 | -1.6% | 16,440 | +0.3% | 0.72% | +4.0% |
Q2 2022 | $806,000 | -0.7% | 16,391 | 0.0% | 0.70% | +19.6% |
Q1 2022 | $812,000 | -3.3% | 16,391 | -0.8% | 0.58% | +2.8% |
Q4 2021 | $840,000 | +0.1% | 16,526 | +0.9% | 0.57% | -6.8% |
Q3 2021 | $839,000 | -0.6% | 16,384 | -0.5% | 0.61% | +0.7% |
Q2 2021 | $844,000 | +4.8% | 16,469 | +4.9% | 0.60% | -0.7% |
Q1 2021 | $805,000 | -0.2% | 15,698 | 0.0% | 0.61% | -5.7% |
Q4 2020 | $807,000 | +3.2% | 15,698 | +3.4% | 0.64% | -9.0% |
Q3 2020 | $782,000 | -99.9% | 15,179 | -7.3% | 0.71% | -14.5% |
Q2 2020 | $845,441,000 | +101637.8% | 16,375 | +2.0% | 0.83% | -13.5% |
Q1 2020 | $831,000 | +4.5% | 16,055 | +2.0% | 0.96% | +38.3% |
Q4 2019 | $795,000 | -42.4% | 15,739 | -42.3% | 0.69% | -41.1% |
Q3 2019 | $1,381,000 | -4.9% | 27,297 | -4.9% | 1.18% | -4.6% |
Q2 2019 | $1,452,000 | +2.8% | 28,696 | +2.0% | 1.23% | +4.0% |
Q1 2019 | $1,412,000 | – | 28,142 | – | 1.18% | – |
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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% |