SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,384 | -15.8% | 9,238 | -15.5% | 0.32% | -11.2% |
| Q2 2023 | $525,414 | -44.3% | 10,932 | -43.4% | 0.36% | -46.6% |
| Q1 2023 | $943,184 | +0.4% | 19,331 | -0.7% | 0.67% | -4.3% |
| Q4 2022 | $939,427 | +0.6% | 19,474 | +0.6% | 0.70% | -1.5% |
| Q3 2022 | $934,000 | -1.7% | 19,361 | +0.3% | 0.71% | +7.1% |
| Q2 2022 | $950,000 | -1.8% | 19,306 | -1.1% | 0.66% | +31.7% |
| Q1 2022 | $967,000 | +3.9% | 19,521 | +6.6% | 0.50% | +13.5% |
| Q4 2021 | $931,000 | -16.9% | 18,315 | -16.3% | 0.44% | -19.6% |
| Q3 2021 | $1,120,000 | – | 21,881 | – | 0.55% | – |
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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% |