SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 582 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 1.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $532,366 | +6.5% | 11,061 | +6.7% | 0.33% | +8.1% |
| Q1 2024 | $499,697 | -4.2% | 10,365 | -3.7% | 0.31% | -9.7% |
| Q4 2023 | $521,468 | +1.9% | 10,763 | +0.7% | 0.34% | -2.0% |
| Q3 2023 | $511,992 | -8.3% | 10,691 | -8.0% | 0.35% | -7.0% |
| Q2 2023 | $558,265 | +99768.5% | 11,616 | +1.5% | 0.37% | -5.1% |
| Q1 2023 | $559 | +1.5% | 11,449 | +0.3% | 0.39% | +2.6% |
| Q4 2022 | $551 | -99.9% | 11,414 | -6.8% | 0.38% | -7.0% |
| Q3 2022 | $591,000 | -5.4% | 12,242 | -3.6% | 0.41% | +0.2% |
| Q2 2022 | $625,000 | -69.3% | 12,704 | -69.1% | 0.41% | -65.9% |
| Q1 2022 | $2,036,000 | +2.6% | 41,098 | +5.3% | 1.20% | -2.2% |
| Q4 2021 | $1,984,000 | +1.4% | 39,021 | +2.1% | 1.23% | +6.4% |
| Q3 2021 | $1,956,000 | +11.3% | 38,220 | +11.4% | 1.16% | +9.9% |
| Q2 2021 | $1,757,000 | +23.0% | 34,294 | +23.2% | 1.05% | +0.2% |
| Q1 2021 | $1,428,000 | +3.2% | 27,827 | +3.3% | 1.05% | +1.8% |
| Q4 2020 | $1,384,000 | +27.1% | 26,929 | +27.4% | 1.03% | +18.1% |
| Q3 2020 | $1,089,000 | +25.9% | 21,136 | +26.1% | 0.87% | +17.9% |
| Q2 2020 | $865,000 | +49.9% | 16,756 | +50.3% | 0.74% | +35.0% |
| Q1 2020 | $577,000 | +0.9% | 11,147 | -1.6% | 0.55% | +25.9% |
| Q4 2019 | $572,000 | +3.4% | 11,323 | +3.5% | 0.44% | +0.5% |
| Q3 2019 | $553,000 | -2.0% | 10,940 | -1.9% | 0.43% | -10.3% |
| Q2 2019 | $564,000 | +16.5% | 11,156 | +15.7% | 0.48% | +16.9% |
| Q1 2019 | $484,000 | -19.6% | 9,642 | -20.1% | 0.41% | -26.6% |
| Q4 2018 | $602,000 | +14.7% | 12,062 | +13.8% | 0.56% | +30.0% |
| Q3 2018 | $525,000 | +2.9% | 10,595 | +3.4% | 0.43% | -1.4% |
| Q2 2018 | $510,000 | +6.7% | 10,247 | +6.8% | 0.44% | +8.4% |
| Q1 2018 | $478,000 | +1.7% | 9,594 | +2.1% | 0.41% | -1.9% |
| Q4 2017 | $470,000 | +9.0% | 9,394 | +9.9% | 0.41% | +6.7% |
| Q3 2017 | $431,000 | -10.4% | 8,550 | -10.4% | 0.39% | -13.2% |
| Q2 2017 | $481,000 | +12.9% | 9,541 | +12.9% | 0.45% | +13.2% |
| Q1 2017 | $426,000 | +2.7% | 8,448 | +2.6% | 0.40% | +4.2% |
| Q4 2016 | $415,000 | +22.4% | 8,235 | +23.3% | 0.38% | +28.0% |
| Q3 2016 | $339,000 | +1.5% | 6,677 | +1.8% | 0.30% | +2.8% |
| Q2 2016 | $334,000 | – | 6,556 | – | 0.29% | – |
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% |