SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $215,506 | -50.4% | 4,500 | -50.3% | 0.02% | -48.4% |
Q2 2023 | $434,895 | +56.4% | 9,049 | +58.8% | 0.03% | +55.0% |
Q1 2023 | $278,104 | -44.7% | 5,700 | -45.3% | 0.02% | -45.9% |
Q4 2022 | $502,516 | -14.2% | 10,417 | -14.3% | 0.04% | -22.9% |
Q3 2022 | $586,000 | -9.4% | 12,150 | -7.6% | 0.05% | -9.4% |
Q2 2022 | $647,000 | -45.9% | 13,150 | -45.5% | 0.05% | -32.9% |
Q1 2022 | $1,195,000 | -2.5% | 24,130 | +0.0% | 0.08% | +2.6% |
Q4 2021 | $1,226,000 | -5.5% | 24,126 | -4.9% | 0.08% | -12.5% |
Q3 2021 | $1,298,000 | -0.1% | 25,369 | +0.0% | 0.09% | +1.1% |
Q2 2021 | $1,299,000 | -23.4% | 25,363 | -23.3% | 0.09% | -27.5% |
Q1 2021 | $1,696,000 | -17.7% | 33,072 | -17.7% | 0.12% | -14.9% |
Q4 2020 | $2,061,000 | -87.8% | 40,205 | -87.7% | 0.14% | -90.2% |
Q3 2020 | $16,853,000 | -1.9% | 327,251 | -1.7% | 1.44% | -11.7% |
Q2 2020 | $17,185,000 | +9.8% | 332,846 | -1.9% | 1.63% | -27.0% |
Q1 2020 | $15,655,000 | +19.3% | 339,450 | +30.5% | 2.23% | +59.7% |
Q4 2019 | $13,126,000 | -4.0% | 260,029 | -3.8% | 1.40% | -10.5% |
Q3 2019 | $13,679,000 | +23.3% | 270,389 | +23.3% | 1.56% | +21.5% |
Q2 2019 | $11,090,000 | +320.7% | 219,209 | +317.3% | 1.29% | +292.1% |
Q1 2019 | $2,636,000 | -74.6% | 52,534 | -74.7% | 0.33% | -76.9% |
Q4 2018 | $10,379,000 | +1099.9% | 207,958 | +1091.1% | 1.42% | +1360.8% |
Q3 2018 | $865,000 | -0.2% | 17,459 | +0.0% | 0.10% | -7.6% |
Q2 2018 | $867,000 | +11.0% | 17,452 | +11.4% | 0.10% | +2.9% |
Q1 2018 | $781,000 | – | 15,665 | – | 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% |