SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 471 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $201,000 | -30.2% | 3,924 | -30.1% | 0.02% | -33.3% |
| Q2 2021 | $288,000 | -13.8% | 5,615 | -13.7% | 0.03% | -23.3% |
| Q1 2021 | $334,000 | -26.8% | 6,506 | -26.6% | 0.04% | -44.2% |
| Q4 2020 | $456,000 | -13.0% | 8,869 | -13.0% | 0.08% | -23.8% |
| Q3 2020 | $524,000 | +86.5% | 10,190 | +86.7% | 0.10% | +60.3% |
| Q2 2020 | $281,000 | -19.5% | 5,457 | -19.1% | 0.06% | -33.0% |
| Q1 2020 | $349,000 | -4.6% | 6,742 | -7.1% | 0.09% | +4.4% |
| Q4 2019 | $366,000 | +29.3% | 7,254 | +30.1% | 0.09% | +15.4% |
| Q3 2019 | $283,000 | – | 5,576 | – | 0.08% | – |
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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% |