SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,872,903 | -3.0% | 185,277 | -2.7% | 1.14% | +7.4% |
| Q2 2023 | $9,147,946 | +0.2% | 190,344 | +1.7% | 1.06% | -8.5% |
| Q1 2023 | $9,133,289 | +3.6% | 187,196 | +2.4% | 1.16% | +0.2% |
| Q4 2022 | $8,815,278 | +5.6% | 182,738 | +5.7% | 1.16% | -7.6% |
| Q3 2022 | $8,347,000 | -4.8% | 172,961 | -3.0% | 1.26% | -1.4% |
| Q2 2022 | $8,772,000 | – | 178,338 | – | 1.27% | – |
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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% |