SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $493,267 | -2.7% | 10,300 | -2.4% | 0.32% | +12.5% |
Q2 2023 | $507,033 | +24.5% | 10,550 | +26.3% | 0.29% | +15.7% |
Q1 2023 | $407,397 | +1.1% | 8,350 | 0.0% | 0.25% | -12.9% |
Q4 2022 | $402,804 | +21.0% | 8,350 | +21.0% | 0.29% | +3.2% |
Q3 2022 | $333,000 | +0.9% | 6,900 | +3.0% | 0.28% | +6.5% |
Q2 2022 | $330,000 | -9.6% | 6,700 | -9.2% | 0.26% | +8.8% |
Q1 2022 | $365,000 | -2.7% | 7,375 | 0.0% | 0.24% | +0.4% |
Q4 2021 | $375,000 | +0.8% | 7,375 | +1.4% | 0.24% | -5.6% |
Q3 2021 | $372,000 | +24.0% | 7,275 | +24.4% | 0.25% | +30.6% |
Q2 2021 | $300,000 | +18.1% | 5,850 | +18.2% | 0.19% | +23.7% |
Q1 2021 | $254,000 | +19.8% | 4,950 | +18.1% | 0.16% | +4.0% |
Q4 2019 | $212,000 | – | 4,192 | – | 0.15% | – |
Download |
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% |