SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 344 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 | ||||
|---|---|---|---|---|---|---|
| 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 | 609,500 | $31,273,000 | 18.13% |
| Fund Evaluation Group, LLC | 2,707,316 | $138,912,000 | 15.17% |
| Edgehill Endowment Partners, LLC | 806,134 | $41,363,000 | 13.69% |
| Roof Eidam Maycock Peralta, LLC | 574,084 | $29,456,000 | 11.36% |
| SENTINEL PENSION ADVISORS INC. | 398,223 | $30,564,000 | 11.21% |
| ASSET PLANNING CORPORATION | 184,306 | $9,457,000 | 9.84% |
| Traverso Chambers Private Wealth Management, LLC | 552,283 | $28,338,000 | 9.56% |
| STERLING INVESTMENT MANAGEMENT, LLC | 254,838 | $13,076,000 | 8.95% |
| Tradewinds Capital Management, LLC | 847,172 | $43,468,000 | 8.65% |
| IFS Advisors, LLC | 207,871 | $10,665,000 | 8.34% |