SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 582 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 1.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $240,604 | -2.6% | 4,999 | -2.5% | 0.13% | -8.3% |
| Q1 2024 | $247,078 | +11.1% | 5,125 | +11.6% | 0.14% | 0.0% |
| Q4 2023 | $222,435 | +2.1% | 4,591 | +0.9% | 0.14% | -12.1% |
| Q3 2023 | $217,900 | -9.6% | 4,550 | -9.3% | 0.16% | -10.8% |
| Q2 2023 | $240,973 | -12.0% | 5,014 | -10.7% | 0.18% | -22.6% |
| Q1 2023 | $273,810 | -0.9% | 5,612 | -2.1% | 0.24% | -3.2% |
| Q4 2022 | $276,415 | – | 5,730 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 609,500 | $31,273,000 | 18.13% |
| Fund Evaluation Group, LLC | 2,707,316 | $138,912,000 | 15.17% |
| Edgehill Endowment Partners, LLC | 806,134 | $41,363,000 | 13.69% |
| Roof Eidam Maycock Peralta, LLC | 574,084 | $29,456,000 | 11.36% |
| SENTINEL PENSION ADVISORS INC. | 398,223 | $30,564,000 | 11.21% |
| ASSET PLANNING CORPORATION | 184,306 | $9,457,000 | 9.84% |
| Traverso Chambers Private Wealth Management, LLC | 552,283 | $28,338,000 | 9.56% |
| STERLING INVESTMENT MANAGEMENT, LLC | 254,838 | $13,076,000 | 8.95% |
| Tradewinds Capital Management, LLC | 847,172 | $43,468,000 | 8.65% |
| IFS Advisors, LLC | 207,871 | $10,665,000 | 8.34% |