Bluesphere Advisors, LLC - SCHWAB STRATEGIC TR ownership

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
Bluesphere Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,985,232
-0.4%
41,4540.0%1.43%
+2.8%
Q2 2023$1,992,279
-1.5%
41,4540.0%1.39%
-17.1%
Q1 2023$2,022,541
+1.1%
41,4540.0%1.68%
-5.5%
Q4 2022$1,999,74141,4541.78%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Reliant Wealth Planning 724,182$36,824,00017.91%
Fund Evaluation Group, LLC 2,846,427$145,663,00015.73%
IFS Advisors, LLC 353,780$17,989,00012.64%
Passive Capital Management, LLC. 404,151$20,551,05411.64%
STRATEGIC WEALTH MANAGEMENT INC 457,418$23,260,00011.50%
Edgehill Endowment Partners, LLC 808,660$41,120,00011.41%
ASSET PLANNING CORPORATION 223,363$11,358,0009.72%
Traverso Chambers Private Wealth Management, LLC 614,306$31,237,0009.26%
Tradewinds Capital Management, LLC 1,051,636$53,476,0008.20%
STERLING INVESTMENT MANAGEMENT, LLC 247,159$12,568,0007.83%
View complete list of SCHWAB STRATEGIC TR shareholders