SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 343 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,000 | -99.1% | 29 | -99.3% | 0.00% | -98.8% |
| Q4 2019 | $225,000 | +2.3% | 4,458 | +2.6% | 0.08% | -15.5% |
| Q3 2019 | $220,000 | -99.9% | 4,345 | +2.3% | 0.10% | -11.0% |
| Q2 2019 | $214,949,000 | +101291.0% | 4,249 | +0.6% | 0.11% | +23.9% |
| Q1 2019 | $212,000 | +393.0% | 4,223 | +391.6% | 0.09% | +450.0% |
| Q4 2018 | $43,000 | +138.9% | 859 | +141.3% | 0.02% | +128.6% |
| Q3 2018 | $18,000 | +20.0% | 356 | +11.6% | 0.01% | +16.7% |
| Q2 2018 | $15,000 | 0.0% | 319 | +3.9% | 0.01% | 0.0% |
| Q1 2018 | $15,000 | 0.0% | 307 | +0.3% | 0.01% | -14.3% |
| Q4 2017 | $15,000 | +15.4% | 306 | +18.6% | 0.01% | +40.0% |
| Q3 2017 | $13,000 | +30.0% | 258 | +32.3% | 0.01% | -16.7% |
| Q2 2017 | $10,000 | +25.0% | 195 | +18.9% | 0.01% | +20.0% |
| Q1 2017 | $8,000 | – | 164 | – | 0.01% | – |
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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% |