SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456 | +17.2% | 9,511 | +19.2% | 0.19% | +8.0% |
| Q1 2023 | $389 | +9.9% | 7,980 | +8.6% | 0.18% | +18.9% |
| Q4 2022 | $354 | -99.9% | 7,346 | -4.3% | 0.15% | -14.9% |
| Q3 2022 | $370,000 | -5.4% | 7,675 | -3.4% | 0.17% | 0.0% |
| Q2 2022 | $391,000 | -2.5% | 7,947 | -1.7% | 0.17% | +4.8% |
| Q1 2022 | $401,000 | -10.9% | 8,085 | -8.6% | 0.17% | +3.1% |
| Q4 2021 | $450,000 | +43.8% | 8,845 | +44.9% | 0.16% | +21.1% |
| Q3 2021 | $313,000 | +6.1% | 6,105 | +6.1% | 0.13% | -15.3% |
| Q2 2021 | $295,000 | 0.0% | 5,752 | +0.1% | 0.16% | +12.1% |
| Q1 2021 | $295,000 | 0.0% | 5,745 | 0.0% | 0.14% | -8.5% |
| Q4 2020 | $295,000 | -0.3% | 5,745 | 0.0% | 0.15% | -8.4% |
| Q3 2020 | $296,000 | -0.7% | 5,745 | -0.6% | 0.17% | -6.7% |
| Q2 2020 | $298,000 | +13.7% | 5,780 | +14.1% | 0.18% | -2.7% |
| Q1 2020 | $262,000 | -76.9% | 5,067 | -77.4% | 0.18% | -75.6% |
| Q4 2019 | $1,133,000 | – | 22,453 | – | 0.76% | – |
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% |