SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,223,754 | +3.6% | 191,642 | +3.8% | 1.63% | +1.3% |
| Q1 2024 | $8,901,191 | -46.7% | 184,634 | -46.4% | 1.61% | -49.6% |
| Q4 2023 | $16,699,136 | +1.2% | 344,667 | -0.0% | 3.19% | -7.2% |
| Q3 2023 | $16,506,973 | +5.0% | 344,685 | +5.4% | 3.44% | +6.5% |
| Q2 2023 | $15,714,572 | +5.9% | 326,978 | +7.5% | 3.23% | -0.1% |
| Q1 2023 | $14,841,784 | +3.5% | 304,197 | +2.3% | 3.23% | -2.6% |
| Q4 2022 | $14,342,862 | +1.4% | 297,323 | +1.4% | 3.32% | -6.3% |
| Q3 2022 | $14,149,000 | -11.2% | 293,186 | -9.5% | 3.54% | -6.3% |
| Q2 2022 | $15,927,000 | -42.8% | 323,793 | -42.4% | 3.78% | -35.5% |
| Q1 2022 | $27,868,000 | +89.4% | 562,540 | +94.4% | 5.86% | +98.9% |
| Q4 2021 | $14,713,000 | +1.5% | 289,334 | +2.2% | 2.95% | -6.0% |
| Q3 2021 | $14,490,000 | +3.4% | 283,069 | +3.5% | 3.14% | -4.2% |
| Q2 2021 | $14,015,000 | +4.9% | 273,618 | +5.1% | 3.27% | -18.5% |
| Q1 2021 | $13,363,000 | +8.8% | 260,439 | +9.0% | 4.01% | -20.9% |
| Q4 2020 | $12,279,000 | -60.9% | 238,929 | -60.8% | 5.07% | -67.9% |
| Q3 2020 | $31,372,000 | +1.7% | 609,157 | +1.9% | 15.82% | -4.6% |
| Q2 2020 | $30,854,000 | +4.3% | 597,606 | +4.5% | 16.59% | -5.7% |
| Q1 2020 | $29,570,000 | +17.6% | 571,622 | +14.8% | 17.60% | +12.3% |
| Q4 2019 | $25,140,000 | – | 498,027 | – | 15.66% | – |
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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% |