SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 212 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,637 | -83.1% | 300 | -83.3% | 0.00% | -83.3% |
| Q4 2022 | $86,832 | +520.2% | 1,800 | +500.0% | 0.01% | +500.0% |
| Q3 2022 | $14,000 | -6.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | -16.7% | 300 | -14.3% | 0.00% | -33.3% |
| Q2 2021 | $18,000 | -52.6% | 350 | -53.3% | 0.00% | -81.2% |
| Q1 2021 | $38,000 | -2.6% | 750 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $39,000 | +680.0% | 750 | +650.0% | 0.02% | +750.0% |
| Q3 2020 | $5,000 | -88.4% | 100 | -88.2% | 0.00% | -89.5% |
| Q4 2017 | $43,000 | – | 850 | – | 0.02% | – |
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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% |