SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $422,000 | +0.7% | 8,343 | +0.7% | 0.34% | -0.9% |
| Q2 2019 | $419,000 | +3.5% | 8,285 | +2.7% | 0.35% | +4.2% |
| Q1 2019 | $405,000 | +1.5% | 8,067 | +1.0% | 0.33% | -8.5% |
| Q4 2018 | $399,000 | +1.8% | 7,989 | +1.0% | 0.36% | +12.0% |
| Q3 2018 | $392,000 | -6.7% | 7,906 | -6.5% | 0.32% | -7.4% |
| Q2 2018 | $420,000 | -0.2% | 8,452 | +0.1% | 0.35% | -3.8% |
| Q1 2018 | $421,000 | +7.9% | 8,442 | +8.4% | 0.36% | +6.4% |
| Q4 2017 | $390,000 | -6.5% | 7,788 | -5.9% | 0.34% | -10.0% |
| Q3 2017 | $417,000 | +1.7% | 8,273 | +1.8% | 0.38% | -1.3% |
| Q2 2017 | $410,000 | +36.7% | 8,126 | +36.9% | 0.39% | +32.2% |
| Q1 2017 | $300,000 | -1.3% | 5,936 | -1.6% | 0.29% | -5.2% |
| Q4 2016 | $304,000 | – | 6,030 | – | 0.31% | – |
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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% |