SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 467 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,374 | -22.4% | 4,894 | -22.1% | 0.00% | -33.3% |
| Q2 2023 | $301,865 | -15.1% | 6,281 | -13.8% | 0.00% | -25.0% |
| Q1 2023 | $355,548 | -44.1% | 7,288 | -44.7% | 0.00% | -33.3% |
| Q4 2022 | $635,851 | -99.9% | 13,181 | -39.1% | 0.01% | 0.0% |
| Q3 2022 | $523,523,000 | +4757.3% | 21,656 | -90.1% | 0.01% | -94.6% |
| Q2 2022 | $10,778,000 | +581.3% | 219,118 | +586.3% | 0.11% | +593.8% |
| Q1 2022 | $1,582,000 | +40.9% | 31,926 | +44.6% | 0.02% | +45.5% |
| Q4 2021 | $1,123,000 | -47.7% | 22,081 | -47.3% | 0.01% | -47.6% |
| Q3 2021 | $2,147,000 | +87.3% | 41,932 | +87.4% | 0.02% | +61.5% |
| Q2 2021 | $1,146,000 | +5.3% | 22,370 | +5.5% | 0.01% | -7.1% |
| Q1 2021 | $1,088,000 | -56.7% | 21,213 | -56.6% | 0.01% | -51.7% |
| Q4 2020 | $2,511,000 | -99.6% | 48,864 | +292.4% | 0.03% | +141.7% |
| Q3 2020 | $641,000,000 | – | 12,453 | – | 0.01% | – |
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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% |