SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,987 | -16.1% | 5,199 | -15.8% | 0.06% | -8.5% |
| Q2 2023 | $296,933 | -1.1% | 6,178 | +0.4% | 0.07% | -7.8% |
| Q1 2023 | $300,207 | +29.6% | 6,153 | +28.1% | 0.08% | +18.5% |
| Q4 2022 | $231,686 | +0.7% | 4,803 | +0.7% | 0.06% | -12.2% |
| Q3 2022 | $230,092 | +12.8% | 4,768 | +15.1% | 0.07% | +15.6% |
| Q2 2022 | $204,000 | -91.0% | 4,144 | -90.9% | 0.06% | -89.1% |
| Q1 2022 | $2,260,000 | -1.8% | 45,616 | +0.8% | 0.59% | -0.7% |
| Q4 2021 | $2,301,000 | +9.6% | 45,241 | +10.3% | 0.59% | -6.3% |
| Q3 2021 | $2,100,000 | +2.6% | 41,015 | +2.6% | 0.63% | +6.6% |
| Q2 2021 | $2,047,000 | -3.5% | 39,964 | -3.3% | 0.59% | -19.6% |
| Q1 2021 | $2,121,000 | +1.6% | 41,342 | +1.8% | 0.74% | -0.5% |
| Q4 2020 | $2,087,000 | +14.0% | 40,606 | +14.2% | 0.74% | +2.8% |
| Q3 2020 | $1,831,000 | -41.6% | 35,545 | -41.5% | 0.72% | -48.5% |
| Q2 2020 | $3,136,000 | +57.0% | 60,746 | +57.3% | 1.40% | +25.9% |
| Q1 2020 | $1,998,000 | +375.7% | 38,615 | +363.9% | 1.11% | +523.6% |
| Q4 2019 | $420,000 | – | 8,324 | – | 0.18% | – |
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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% |