SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,168,223 | +33.6% | 212,325 | +34.1% | 0.48% | +21.5% |
| Q2 2023 | $7,612,223 | -13.0% | 158,390 | -11.7% | 0.40% | -22.9% |
| Q1 2023 | $8,748,527 | +11.2% | 179,310 | +10.0% | 0.51% | -4.7% |
| Q4 2022 | $7,863,892 | +118.1% | 163,016 | +118.2% | 0.54% | +95.3% |
| Q3 2022 | $3,605,000 | +18.9% | 74,709 | +21.2% | 0.28% | +18.0% |
| Q2 2022 | $3,032,000 | -26.9% | 61,646 | -26.3% | 0.23% | -19.4% |
| Q1 2022 | $4,145,000 | -6.5% | 83,673 | -4.0% | 0.29% | -8.8% |
| Q4 2021 | $4,431,000 | +15.1% | 87,141 | +15.9% | 0.32% | +9.3% |
| Q3 2021 | $3,849,000 | +0.5% | 75,200 | +0.6% | 0.29% | -4.3% |
| Q2 2021 | $3,829,000 | +3.0% | 74,753 | +3.2% | 0.30% | -12.2% |
| Q1 2021 | $3,718,000 | +3.5% | 72,456 | +3.6% | 0.34% | +2.7% |
| Q4 2020 | $3,594,000 | -2.8% | 69,935 | -2.6% | 0.34% | -20.0% |
| Q3 2020 | $3,698,000 | -12.2% | 71,814 | -11.9% | 0.42% | -26.2% |
| Q2 2020 | $4,210,000 | +129.1% | 81,535 | +129.5% | 0.57% | +69.9% |
| Q1 2020 | $1,838,000 | -61.7% | 35,523 | -62.6% | 0.34% | -48.8% |
| Q4 2019 | $4,797,000 | -6.6% | 95,036 | -6.4% | 0.65% | -17.9% |
| Q3 2019 | $5,136,000 | +22.1% | 101,521 | +22.1% | 0.80% | +17.9% |
| Q2 2019 | $4,207,000 | +18.1% | 83,149 | +17.2% | 0.68% | +0.6% |
| Q1 2019 | $3,561,000 | +30.2% | 70,955 | +29.4% | 0.67% | +15.7% |
| Q4 2018 | $2,734,000 | +927.8% | 54,819 | +929.9% | 0.58% | +567.8% |
| Q4 2017 | $266,000 | – | 5,323 | – | 0.09% | – |
Download | ||||||
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% |