SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $912,790 | +21.0% | 19,060 | +21.5% | 0.64% | +15.2% |
| Q2 2023 | $754,151 | -27.5% | 15,692 | -26.4% | 0.55% | -29.9% |
| Q1 2023 | $1,039,659 | -21.4% | 21,309 | -22.2% | 0.79% | -24.8% |
| Q4 2022 | $1,322,000 | +11.6% | 27,396 | +11.6% | 1.05% | -0.3% |
| Q3 2022 | $1,185,000 | +5.6% | 24,545 | +7.6% | 1.05% | +14.3% |
| Q2 2022 | $1,122,000 | +16.9% | 22,819 | +17.8% | 0.92% | +30.4% |
| Q1 2022 | $960,000 | +19.3% | 19,378 | +22.4% | 0.71% | +26.5% |
| Q4 2021 | $805,000 | -9.8% | 15,829 | -9.2% | 0.56% | -14.0% |
| Q3 2021 | $892,000 | -5.2% | 17,433 | -5.1% | 0.65% | -7.5% |
| Q2 2021 | $941,000 | +80.6% | 18,366 | +80.9% | 0.70% | +61.6% |
| Q1 2021 | $521,000 | -13.3% | 10,153 | -13.3% | 0.44% | -15.7% |
| Q4 2020 | $601,000 | -24.1% | 11,704 | -23.9% | 0.52% | -35.3% |
| Q3 2020 | $792,000 | -4.0% | 15,373 | -3.8% | 0.80% | -17.3% |
| Q2 2020 | $825,000 | +4.8% | 15,980 | +5.0% | 0.96% | -8.5% |
| Q1 2020 | $787,000 | +200.4% | 15,219 | +193.9% | 1.05% | +221.3% |
| Q2 2019 | $262,000 | -34.5% | 5,178 | -35.1% | 0.33% | -36.6% |
| Q1 2019 | $400,000 | -46.2% | 7,979 | -46.4% | 0.52% | -51.8% |
| Q4 2018 | $743,000 | – | 14,882 | – | 1.07% | – |
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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% |