SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $20,244,874 | +3.9% | 414,939 | +2.8% | 3.02% | -1.1% |
| Q4 2022 | $19,479,601 | -7.1% | 403,806 | -7.0% | 3.05% | -16.0% |
| Q3 2022 | $20,965,000 | -1.7% | 434,418 | +0.2% | 3.63% | +3.4% |
| Q2 2022 | $21,328,000 | +0.8% | 433,594 | +1.5% | 3.51% | +11.4% |
| Q1 2022 | $21,154,000 | +24.4% | 427,005 | +27.6% | 3.15% | +23.3% |
| Q4 2021 | $17,011,000 | -1.3% | 334,541 | -0.6% | 2.56% | -4.7% |
| Q3 2021 | $17,227,000 | +2.8% | 336,536 | +2.9% | 2.68% | +4.1% |
| Q2 2021 | $16,759,000 | +0.8% | 327,203 | +1.0% | 2.58% | -3.4% |
| Q1 2021 | $16,622,000 | +10.6% | 323,947 | +10.7% | 2.67% | +10.0% |
| Q4 2020 | $15,035,000 | +2.7% | 292,569 | +2.9% | 2.43% | -13.4% |
| Q3 2020 | $14,646,000 | +0.5% | 284,391 | -20.1% | 2.80% | -2.9% |
| Q2 2020 | $14,573,000 | +4.7% | 355,806 | +32.3% | 2.88% | -13.6% |
| Q1 2020 | $13,913,000 | +75.8% | 268,956 | +71.5% | 3.34% | +120.7% |
| Q4 2019 | $7,915,000 | – | 156,787 | – | 1.51% | – |
Download | ||||||
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% |