SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 568 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,877 | -97.9% | 39 | -97.9% | 0.00% | -100.0% |
| Q1 2024 | $89,815 | +231.7% | 1,863 | +235.7% | 0.00% | +100.0% |
| Q1 2023 | $27,078 | +108.3% | 555 | +116.8% | 0.00% | – |
| Q2 2022 | $13,000 | 0.0% | 256 | -1.5% | 0.00% | – |
| Q1 2022 | $13,000 | 0.0% | 260 | +1.6% | 0.00% | – |
| Q4 2021 | $13,000 | 0.0% | 256 | 0.0% | 0.00% | – |
| Q3 2021 | $13,000 | 0.0% | 256 | 0.0% | 0.00% | – |
| Q2 2021 | $13,000 | 0.0% | 256 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | -99.0% | 256 | -99.0% | 0.00% | -100.0% |
| Q4 2020 | $1,280,000 | +5718.2% | 24,912 | +5536.2% | 0.06% | +5800.0% |
| Q3 2020 | $22,000 | 0.0% | 442 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $22,000 | 0.0% | 442 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $22,000 | 0.0% | 442 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $22,000 | -37.1% | 442 | -36.7% | 0.00% | 0.0% |
| Q3 2019 | $35,000 | -89.4% | 698 | -89.3% | 0.00% | -95.7% |
| Q2 2019 | $329,000 | -68.1% | 6,504 | -68.3% | 0.05% | -73.9% |
| Q1 2019 | $1,031,000 | – | 20,548 | – | 0.18% | – |
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% |