SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $219,000 | -18.6% | 4,252 | -18.7% | 0.03% | -19.5% |
| Q3 2020 | $269,000 | -6.6% | 5,232 | -6.3% | 0.04% | -4.7% |
| Q2 2020 | $288,000 | -9.7% | 5,581 | -9.6% | 0.04% | -37.7% |
| Q1 2020 | $319,000 | -3.3% | 6,175 | -5.5% | 0.07% | +7.8% |
| Q4 2019 | $330,000 | -8.3% | 6,536 | -8.1% | 0.06% | -15.8% |
| Q3 2019 | $360,000 | -37.7% | 7,109 | -37.8% | 0.08% | -39.7% |
| Q2 2019 | $578,000 | -48.2% | 11,421 | -48.6% | 0.13% | -58.0% |
| Q1 2019 | $1,115,000 | -57.2% | 22,209 | -57.7% | 0.30% | -56.7% |
| Q3 2018 | $2,605,000 | -23.1% | 52,551 | -22.8% | 0.69% | -31.0% |
| Q2 2018 | $3,386,000 | -27.5% | 68,078 | -27.4% | 1.00% | -29.8% |
| Q1 2018 | $4,671,000 | -30.6% | 93,727 | -30.3% | 1.43% | -30.1% |
| Q4 2017 | $6,730,000 | -4.0% | 134,522 | -3.3% | 2.05% | -13.4% |
| Q3 2017 | $7,011,000 | +40.3% | 139,106 | +40.4% | 2.36% | +19.3% |
| Q2 2017 | $4,996,000 | – | 99,090 | – | 1.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 609,500 | $31,273,000 | 18.13% |
| Fund Evaluation Group, LLC | 2,707,316 | $138,912,000 | 15.17% |
| Edgehill Endowment Partners, LLC | 806,134 | $41,363,000 | 13.69% |
| Roof Eidam Maycock Peralta, LLC | 574,084 | $29,456,000 | 11.36% |
| SENTINEL PENSION ADVISORS INC. | 398,223 | $30,564,000 | 11.21% |
| ASSET PLANNING CORPORATION | 184,306 | $9,457,000 | 9.84% |
| Traverso Chambers Private Wealth Management, LLC | 552,283 | $28,338,000 | 9.56% |
| STERLING INVESTMENT MANAGEMENT, LLC | 254,838 | $13,076,000 | 8.95% |
| Tradewinds Capital Management, LLC | 847,172 | $43,468,000 | 8.65% |
| IFS Advisors, LLC | 207,871 | $10,665,000 | 8.34% |