SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 572 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $236,645 | -0.5% | 4,924 | -0.1% | 0.11% | -13.7% |
| Q4 2022 | $237,890 | -28.6% | 4,931 | -28.6% | 0.13% | -33.8% |
| Q3 2022 | $333,000 | -22.9% | 6,909 | -21.3% | 0.20% | -17.8% |
| Q2 2022 | $432,000 | -52.3% | 8,780 | -52.0% | 0.24% | -48.2% |
| Q1 2022 | $906,000 | -8.7% | 18,278 | -6.4% | 0.46% | -3.3% |
| Q4 2021 | $992,000 | +42.5% | 19,518 | +43.5% | 0.48% | +32.9% |
| Q3 2021 | $696,000 | – | 13,602 | – | 0.36% | – |
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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% |