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 | $365,640 | -51.8% | 7,635 | -51.6% | 0.09% | -50.8% |
| Q2 2023 | $758,627 | -1.5% | 15,785 | 0.0% | 0.18% | -6.7% |
| Q1 2023 | $770,150 | -8.5% | 15,785 | -9.5% | 0.19% | -15.3% |
| Q4 2022 | $841,788 | +247.8% | 17,450 | +272.0% | 0.23% | +157.3% |
| Q2 2020 | $242,000 | -19.6% | 4,691 | -19.3% | 0.09% | -29.4% |
| Q1 2020 | $301,000 | +36.8% | 5,811 | +33.1% | 0.13% | +55.6% |
| Q4 2019 | $220,000 | -22.0% | 4,365 | -21.7% | 0.08% | -28.3% |
| Q3 2019 | $282,000 | -5.1% | 5,575 | -4.9% | 0.11% | -8.9% |
| Q2 2019 | $297,000 | +29.7% | 5,865 | +28.5% | 0.12% | +18.1% |
| Q1 2019 | $229,000 | – | 4,565 | – | 0.10% | – |
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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% |