SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $95,719 | +230.9% | 1,992 | +235.9% | 0.09% | +207.1% |
| Q1 2023 | $28,925 | -21.6% | 593 | -22.5% | 0.03% | -20.0% |
| Q4 2022 | $36,896 | -29.0% | 765 | -28.6% | 0.04% | -34.0% |
| Q3 2022 | $52,000 | -30.7% | 1,071 | -30.0% | 0.05% | -26.4% |
| Q2 2022 | $75,000 | -2.6% | 1,529 | -2.0% | 0.07% | +10.8% |
| Q1 2022 | $77,000 | -2.5% | 1,561 | +0.7% | 0.06% | +3.2% |
| Q4 2021 | $79,000 | – | 1,550 | – | 0.06% | – |
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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% |