SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 560 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $587,658 | +1.6% | 12,271 | +2.0% | 0.35% | +3.9% |
Q2 2023 | $578,450 | -1.2% | 12,036 | +0.3% | 0.34% | -7.2% |
Q1 2023 | $585,285 | +22.4% | 11,996 | +21.0% | 0.36% | +11.0% |
Q4 2022 | $478,107 | +59.9% | 9,911 | +60.0% | 0.33% | +58.3% |
Q3 2022 | $299,000 | -62.4% | 6,196 | -61.7% | 0.21% | -63.6% |
Q2 2022 | $795,000 | -29.3% | 16,161 | -28.7% | 0.57% | -20.6% |
Q1 2022 | $1,124,000 | +453.7% | 22,681 | +467.0% | 0.71% | +470.4% |
Q4 2021 | $203,000 | -1.0% | 4,000 | 0.0% | 0.12% | -7.4% |
Q3 2021 | $205,000 | -4.2% | 4,000 | -4.1% | 0.14% | +2.3% |
Q2 2021 | $214,000 | -88.8% | 4,173 | -88.7% | 0.13% | -91.6% |
Q2 2020 | $1,908,000 | +14.3% | 36,954 | +11.8% | 1.58% | -8.2% |
Q4 2019 | $1,669,000 | – | 33,065 | – | 1.72% | – |
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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% |