SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $207 | -10.4% | 4,286 | -7.9% | 0.02% | 0.0% |
| Q1 2022 | $231 | -30.0% | 4,653 | -28.4% | 0.02% | -38.5% |
| Q4 2021 | $330 | -99.9% | 6,495 | +5.9% | 0.03% | -67.9% |
| Q2 2020 | $317,000 | -86.4% | 6,136 | -86.4% | 0.08% | -86.5% |
| Q1 2020 | $2,326,000 | -42.9% | 44,962 | -44.3% | 0.60% | -39.9% |
| Q4 2019 | $4,077,000 | -27.1% | 80,760 | -26.9% | 1.00% | -29.7% |
| Q3 2019 | $5,590,000 | -14.2% | 110,488 | -14.2% | 1.42% | -28.3% |
| Q2 2019 | $6,513,000 | -10.1% | 128,731 | -10.8% | 1.98% | -25.4% |
| Q1 2019 | $7,247,000 | – | 144,383 | – | 2.66% | – |
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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% |