SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 518 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,416,102 | +1588.1% | 154,857 | +1594.1% | 5.42% | +1677.7% |
Q2 2023 | $439,316 | -3.1% | 9,141 | -1.6% | 0.30% | -7.9% |
Q1 2023 | $453,210 | -91.2% | 9,289 | -91.3% | 0.33% | -91.8% |
Q4 2022 | $5,149,041 | -52.7% | 106,738 | -52.7% | 4.03% | -55.2% |
Q3 2022 | $10,890,000 | -1.3% | 225,649 | +0.6% | 8.99% | +4.4% |
Q2 2022 | $11,033,000 | +40.4% | 224,286 | +41.3% | 8.61% | +61.3% |
Q1 2022 | $7,861,000 | +314.8% | 158,689 | +325.8% | 5.34% | +366.3% |
Q4 2021 | $1,895,000 | -84.0% | 37,272 | -83.9% | 1.14% | -84.7% |
Q3 2021 | $11,857,000 | +378.9% | 231,634 | +380.0% | 7.49% | +346.7% |
Q2 2021 | $2,476,000 | +742.2% | 48,258 | +731.0% | 1.68% | +496.8% |
Q2 2019 | $294,000 | -47.2% | 5,807 | -47.6% | 0.28% | -51.2% |
Q1 2019 | $557,000 | -79.8% | 11,089 | -79.9% | 0.58% | -83.6% |
Q4 2018 | $2,754,000 | -16.3% | 55,183 | -16.4% | 3.51% | +25.7% |
Q1 2018 | $3,291,000 | +9041.7% | 66,031 | +9161.0% | 2.79% | +8912.9% |
Q4 2017 | $36,000 | – | 713 | – | 0.03% | – |
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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% |