SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 560 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,928,788 | -22.5% | 61,156 | -22.3% | 0.01% | -26.7% |
Q2 2023 | $3,781,275 | +123713.9% | 78,678 | +25.7% | 0.02% | +15.4% |
Q1 2023 | $3,054 | +462.4% | 62,597 | +455.8% | 0.01% | +333.3% |
Q4 2022 | $543 | -99.9% | 11,263 | +10.8% | 0.00% | 0.0% |
Q3 2022 | $490,000 | +2.1% | 10,165 | +4.1% | 0.00% | 0.0% |
Q2 2022 | $480,000 | +21.2% | 9,767 | +22.1% | 0.00% | +50.0% |
Q1 2022 | $396,000 | -19.8% | 7,997 | -17.7% | 0.00% | 0.0% |
Q4 2021 | $494,000 | -13.3% | 9,716 | -12.7% | 0.00% | -33.3% |
Q3 2021 | $570,000 | +16.8% | 11,135 | +16.9% | 0.00% | 0.0% |
Q2 2021 | $488,000 | -0.6% | 9,529 | -0.4% | 0.00% | 0.0% |
Q1 2021 | $491,000 | +37.9% | 9,571 | +38.0% | 0.00% | 0.0% |
Q4 2020 | $356,000 | +2.0% | 6,937 | +2.3% | 0.00% | 0.0% |
Q3 2020 | $349,000 | +206.1% | 6,784 | +206.1% | 0.00% | +200.0% |
Q2 2020 | $114,000 | -37.7% | 2,216 | -37.2% | 0.00% | -50.0% |
Q1 2020 | $183,000 | -54.9% | 3,530 | -56.1% | 0.00% | -60.0% |
Q4 2019 | $406,000 | +3.3% | 8,042 | +3.5% | 0.01% | 0.0% |
Q3 2019 | $393,000 | -33.8% | 7,769 | -33.9% | 0.01% | -37.5% |
Q2 2019 | $594,000 | -2.5% | 11,750 | -3.1% | 0.01% | -11.1% |
Q1 2019 | $609,000 | – | 12,132 | – | 0.01% | – |
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% |