SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $35 | -99.9% | 723 | 0.0% | 0.01% | -13.3% |
Q3 2022 | $35,000 | -2.8% | 723 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $36,000 | 0.0% | 723 | 0.0% | 0.02% | +25.0% |
Q1 2022 | $36,000 | -2.7% | 723 | 0.0% | 0.01% | -7.7% |
Q4 2021 | $37,000 | 0.0% | 723 | 0.0% | 0.01% | -13.3% |
Q3 2021 | $37,000 | -9.8% | 723 | -9.5% | 0.02% | -21.1% |
Q2 2021 | $41,000 | 0.0% | 799 | 0.0% | 0.02% | -5.0% |
Q1 2021 | $41,000 | -10.9% | 799 | -11.5% | 0.02% | -28.6% |
Q4 2020 | $46,000 | +35.3% | 903 | +35.4% | 0.03% | +16.7% |
Q3 2020 | $34,000 | 0.0% | 667 | 0.0% | 0.02% | -4.0% |
Q2 2020 | $34,000 | -42.4% | 667 | -41.3% | 0.02% | -50.0% |
Q1 2020 | $59,000 | -28.9% | 1,137 | -30.8% | 0.05% | -13.8% |
Q4 2019 | $83,000 | +20.3% | 1,644 | +20.9% | 0.06% | +48.7% |
Q3 2019 | $69,000 | +3.0% | 1,360 | +2.0% | 0.04% | +2.6% |
Q2 2019 | $67,000 | -76.0% | 1,333 | -76.1% | 0.04% | -76.5% |
Q1 2019 | $279,000 | -22.5% | 5,568 | -22.9% | 0.16% | -26.7% |
Q4 2018 | $360,000 | +4.3% | 7,223 | +5.6% | 0.22% | -9.4% |
Q1 2017 | $345,000 | – | 6,839 | – | 0.24% | – |
Download |
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% |