SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $67,000 | -4.3% | 1,362 | -3.5% | 0.04% | +18.4% |
| Q1 2022 | $70,000 | -4.1% | 1,412 | -0.8% | 0.04% | +31.0% |
| Q3 2021 | $73,000 | 0.0% | 1,424 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $73,000 | -8.8% | 1,424 | -8.3% | 0.03% | -17.1% |
| Q1 2021 | $80,000 | 0.0% | 1,553 | 0.0% | 0.04% | +2.9% |
| Q4 2020 | $80,000 | -11.1% | 1,553 | -11.3% | 0.03% | -22.7% |
| Q3 2020 | $90,000 | 0.0% | 1,750 | 0.0% | 0.04% | -13.7% |
| Q2 2020 | $90,000 | -30.2% | 1,750 | -30.1% | 0.05% | -53.6% |
| Q1 2020 | $129,000 | -17.3% | 2,502 | -18.9% | 0.11% | -14.1% |
| Q4 2019 | $156,000 | – | 3,085 | – | 0.13% | – |
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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% |