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 | $110,147 | -0.4% | 2,300 | 0.0% | 0.08% | +6.8% |
| Q2 2023 | $110,538 | -19.1% | 2,300 | -17.9% | 0.07% | -22.1% |
| Q1 2023 | $136,612 | -24.1% | 2,800 | -25.0% | 0.10% | -25.8% |
| Q4 2022 | $180,032 | +0.0% | 3,732 | 0.0% | 0.13% | -11.1% |
| Q3 2022 | $180,000 | -2.2% | 3,732 | 0.0% | 0.14% | +5.9% |
| Q2 2022 | $184,000 | -0.5% | 3,732 | 0.0% | 0.14% | +25.9% |
| Q1 2022 | $185,000 | -2.6% | 3,732 | 0.0% | 0.11% | +9.1% |
| Q4 2021 | $190,000 | -30.4% | 3,732 | -30.1% | 0.10% | -36.9% |
| Q3 2021 | $273,000 | -0.4% | 5,340 | 0.0% | 0.16% | +1.3% |
| Q2 2021 | $274,000 | 0.0% | 5,340 | 0.0% | 0.16% | -12.4% |
| Q1 2021 | $274,000 | 0.0% | 5,340 | 0.0% | 0.18% | -11.1% |
| Q4 2020 | $274,000 | -0.4% | 5,340 | 0.0% | 0.20% | -20.7% |
| Q3 2020 | $275,000 | -0.4% | 5,340 | 0.0% | 0.25% | -17.4% |
| Q2 2020 | $276,000 | 0.0% | 5,340 | 0.0% | 0.30% | -12.6% |
| Q1 2020 | $276,000 | +20.5% | 5,340 | +17.6% | 0.35% | +83.2% |
| Q4 2019 | $229,000 | – | 4,540 | – | 0.19% | – |
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% |