SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 568 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $31,762 | +1.1% | 651 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $31,404 | +1.3% | 651 | 0.0% | 0.03% | -3.4% |
| Q3 2022 | $31,000 | -3.1% | 651 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $32,000 | 0.0% | 651 | 0.0% | 0.03% | +20.8% |
| Q1 2022 | $32,000 | -3.0% | 651 | 0.0% | 0.02% | +2300.0% |
| Q4 2021 | $33,000 | 0.0% | 651 | 0.0% | 0.00% | -97.1% |
| Q3 2021 | $33,000 | -91.1% | 651 | -91.0% | 0.03% | -89.0% |
| Q2 2021 | $369,000 | +11.8% | 7,207 | +12.2% | 0.31% | -7.2% |
| Q1 2021 | $330,000 | +2.2% | 6,423 | +2.0% | 0.33% | +28.6% |
| Q4 2020 | $323,000 | +199.1% | 6,294 | +199.6% | 0.26% | +102.3% |
| Q3 2020 | $108,000 | +58.8% | 2,101 | +60.3% | 0.13% | +48.8% |
| Q2 2020 | $68,000 | 0.0% | 1,311 | 0.0% | 0.09% | +7.5% |
| Q1 2020 | $68,000 | -91.8% | 1,311 | -92.0% | 0.08% | -92.8% |
| Q4 2019 | $828,000 | – | 16,408 | – | 1.10% | – |
Download | ||||||
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% |