Ridgewood Investments LLC - SCHWAB STRATEGIC TR ownership

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
Ridgewood Investments LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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%
8,3500.0%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%
7,3750.0%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$212,0004,1920.15%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Reliant Wealth Planning 609,500$31,273,00018.13%
Fund Evaluation Group, LLC 2,707,316$138,912,00015.17%
Edgehill Endowment Partners, LLC 806,134$41,363,00013.69%
Roof Eidam Maycock Peralta, LLC 574,084$29,456,00011.36%
SENTINEL PENSION ADVISORS INC 398,223$30,564,00011.21%
ASSET PLANNING CORPORATION 184,306$9,457,0009.84%
Traverso Chambers Private Wealth Management, LLC 552,283$28,338,0009.56%
STERLING INVESTMENT MANAGEMENT, LLC 254,838$13,076,0008.95%
Tradewinds Capital Management, LLC 847,172$43,468,0008.65%
IFS Advisors, LLC 207,871$10,665,0008.34%
View complete list of SCHWAB STRATEGIC TR shareholders