SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $615,244 | +29.1% | 12,783 | +29.3% | 0.22% | +24.3% |
| Q1 2024 | $476,567 | +2.3% | 9,885 | +2.8% | 0.18% | -6.2% |
| Q4 2023 | $465,803 | +34.3% | 9,614 | +32.7% | 0.19% | +22.9% |
| Q3 2023 | $346,845 | +5.1% | 7,243 | +5.5% | 0.16% | +14.6% |
| Q2 2023 | $330,099 | +6.9% | 6,868 | +8.6% | 0.14% | +3.8% |
| Q1 2023 | $308,666 | +20.6% | 6,326 | +19.3% | 0.13% | +2.3% |
| Q4 2022 | $255,840 | +0.3% | 5,303 | +0.5% | 0.13% | -10.4% |
| Q3 2022 | $255,000 | +0.4% | 5,278 | +2.3% | 0.14% | +16.1% |
| Q2 2022 | $254,000 | -10.2% | 5,161 | -9.5% | 0.12% | +11.7% |
| Q1 2022 | $283,000 | +8.0% | 5,704 | +10.7% | 0.11% | -14.0% |
| Q4 2021 | $262,000 | -0.8% | 5,151 | +0.1% | 0.13% | +18.3% |
| Q3 2021 | $264,000 | +0.4% | 5,148 | +0.1% | 0.11% | +6.9% |
| Q2 2021 | $263,000 | +0.8% | 5,144 | +1.0% | 0.10% | -12.1% |
| Q1 2021 | $261,000 | -27.7% | 5,092 | -27.5% | 0.12% | -30.1% |
| Q4 2020 | $361,000 | -1.4% | 7,023 | -1.1% | 0.17% | -22.1% |
| Q3 2020 | $366,000 | – | 7,104 | – | 0.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 577,166 | $29,660,000 | 17.69% |
| Blossom Wealth Management | 14,445 | $742,000 | 16.59% |
| Fund Evaluation Group, LLC | 2,482,391 | $127,570,000 | 15.00% |
| Edgehill Endowment Partners, LLC | 805,298 | $41,384,000 | 14.55% |
| Corrigan Financial, Inc. | 499,259 | $25,656,907 | 11.25% |
| Traverso Chambers Private Wealth Management, LLC | 513,594 | $26,394,000 | 9.48% |
| STRATEGIC WEALTH MANAGEMENT INC | 279,400 | $14,358,000 | 8.82% |
| ASSET PLANNING CORPORATION | 171,125 | $8,794,000 | 8.73% |
| Tradewinds Capital Management, LLC | 766,948 | $39,413,000 | 8.53% |
| WestHill Financial Advisors, Inc. | 404,060 | $20,765,000 | 8.17% |