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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $628,903 | +1.1% | 12,890 | 0.0% | 0.16% | +0.6% |
| Q4 2022 | $621,814 | -42.3% | 12,890 | -42.3% | 0.16% | -45.1% |
| Q3 2022 | $1,077,000 | -47.3% | 22,321 | -46.3% | 0.29% | -48.2% |
| Q2 2022 | $2,044,000 | -1.5% | 41,548 | -0.9% | 0.57% | -4.6% |
| Q1 2022 | $2,076,000 | -7.8% | 41,912 | -5.4% | 0.59% | -8.5% |
| Q4 2021 | $2,252,000 | +6.0% | 44,294 | +6.7% | 0.65% | -4.0% |
| Q3 2021 | $2,125,000 | +10.6% | 41,505 | +10.7% | 0.68% | -30.2% |
| Q2 2021 | $1,921,000 | +4.5% | 37,501 | +4.6% | 0.97% | -5.5% |
| Q1 2021 | $1,839,000 | +44.7% | 35,850 | +44.9% | 1.02% | +41.7% |
| Q4 2020 | $1,271,000 | -0.2% | 24,742 | 0.0% | 0.72% | -4.6% |
| Q3 2020 | $1,274,000 | -0.2% | 24,742 | 0.0% | 0.76% | -12.6% |
| Q2 2020 | $1,277,000 | -0.2% | 24,742 | 0.0% | 0.87% | -10.4% |
| Q1 2020 | $1,280,000 | +2.5% | 24,742 | +0.0% | 0.97% | +16.1% |
| Q4 2019 | $1,249,000 | – | 24,740 | – | 0.83% | – |
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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% |