SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $399,297 | +1.1% | 8,184 | 0.0% | 0.16% | 0.0% |
| Q4 2022 | $394,796 | -0.8% | 8,184 | -0.7% | 0.16% | +3.8% |
| Q3 2022 | $398,000 | -1.7% | 8,242 | 0.0% | 0.16% | +0.6% |
| Q2 2022 | $405,000 | -0.7% | 8,242 | 0.0% | 0.16% | +9.7% |
| Q1 2022 | $408,000 | -73.7% | 8,242 | -72.9% | 0.14% | -72.5% |
| Q4 2021 | $1,549,000 | -1.9% | 30,468 | -1.2% | 0.52% | -8.1% |
| Q3 2021 | $1,579,000 | -2.3% | 30,853 | -2.2% | 0.57% | -3.1% |
| Q2 2021 | $1,616,000 | -11.0% | 31,559 | -10.8% | 0.59% | -16.7% |
| Q1 2021 | $1,815,000 | -0.3% | 35,385 | -0.2% | 0.70% | -8.8% |
| Q4 2020 | $1,821,000 | – | 35,447 | – | 0.77% | – |
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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% |