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 | $337,251 | -30.3% | 7,042 | -30.0% | 0.02% | -32.0% |
| Q2 2023 | $483,693 | +8.0% | 10,064 | +9.6% | 0.02% | -3.8% |
| Q1 2023 | $448,050 | -33.3% | 9,183 | -34.0% | 0.03% | -38.1% |
| Q4 2022 | $671,574 | +61.8% | 13,922 | +61.8% | 0.04% | +31.2% |
| Q3 2022 | $415,000 | +41.2% | 8,602 | +43.9% | 0.03% | +23.1% |
| Q2 2022 | $294,000 | +2.4% | 5,977 | +3.2% | 0.03% | +18.2% |
| Q1 2022 | $287,000 | -5.0% | 5,789 | -2.4% | 0.02% | 0.0% |
| Q4 2021 | $302,000 | -28.6% | 5,932 | -28.3% | 0.02% | -35.3% |
| Q3 2021 | $423,000 | -17.2% | 8,269 | -17.1% | 0.03% | +6.2% |
| Q2 2021 | $511,000 | +38.5% | 9,977 | +38.9% | 0.03% | +18.5% |
| Q1 2021 | $369,000 | +22.2% | 7,183 | +22.0% | 0.03% | +8.0% |
| Q4 2020 | $302,000 | +48.8% | 5,886 | +49.1% | 0.02% | +25.0% |
| Q3 2020 | $203,000 | -0.5% | 3,947 | 0.0% | 0.02% | -28.6% |
| Q2 2020 | $204,000 | -3.8% | 3,947 | -3.5% | 0.03% | -9.7% |
| Q1 2020 | $212,000 | +0.5% | 4,092 | -2.1% | 0.03% | +24.0% |
| Q4 2019 | $211,000 | -0.5% | 4,181 | 0.0% | 0.02% | -13.8% |
| Q3 2019 | $212,000 | 0.0% | 4,181 | -0.0% | 0.03% | -6.5% |
| Q2 2019 | $212,000 | +2.4% | 4,182 | +1.4% | 0.03% | -8.8% |
| Q1 2019 | $207,000 | +0.5% | 4,123 | 0.0% | 0.03% | -15.0% |
| Q4 2018 | $206,000 | -15.2% | 4,123 | -15.8% | 0.04% | -24.5% |
| Q3 2018 | $243,000 | -40.7% | 4,897 | -40.5% | 0.05% | -49.5% |
| Q2 2018 | $410,000 | – | 8,237 | – | 0.10% | – |
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% |