SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176,119 | +0.6% | 3,678 | +1.0% | 0.09% | +5.7% |
| Q2 2023 | $174,982 | -0.6% | 3,641 | +0.9% | 0.09% | -11.2% |
| Q1 2023 | $176,063 | +1.7% | 3,609 | +0.5% | 0.10% | -8.4% |
| Q4 2022 | $173,205 | +0.7% | 3,590 | +0.7% | 0.11% | 0.0% |
| Q3 2022 | $172,000 | -1.7% | 3,564 | +0.4% | 0.11% | +5.9% |
| Q2 2022 | $175,000 | -0.6% | 3,551 | +0.1% | 0.10% | +20.2% |
| Q1 2022 | $176,000 | -2.2% | 3,546 | +0.1% | 0.08% | +9.1% |
| Q4 2021 | $180,000 | -50.3% | 3,543 | -50.0% | 0.08% | -55.7% |
| Q3 2021 | $362,000 | 0.0% | 7,079 | +0.1% | 0.17% | -2.2% |
| Q2 2021 | $362,000 | 0.0% | 7,073 | +0.1% | 0.18% | -16.0% |
| Q1 2021 | $362,000 | -12.6% | 7,065 | -12.4% | 0.21% | -13.5% |
| Q4 2020 | $414,000 | -42.9% | 8,066 | -42.7% | 0.24% | -47.1% |
| Q3 2020 | $725,000 | 0.0% | 14,076 | +0.3% | 0.46% | -9.4% |
| Q2 2020 | $725,000 | – | 14,034 | – | 0.51% | – |
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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% |