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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,405 | -12.1% | 8,319 | -11.8% | 0.27% | -9.4% |
| Q2 2023 | $453,195 | -9.0% | 9,430 | -7.6% | 0.30% | -9.7% |
| Q1 2023 | $497,891 | -51.6% | 10,205 | -52.2% | 0.33% | -38.9% |
| Q4 2022 | $1,028,871 | -49.3% | 21,328 | -49.2% | 0.54% | -60.0% |
| Q3 2022 | $2,028,000 | -32.3% | 42,016 | -31.0% | 1.36% | -29.4% |
| Q2 2022 | $2,995,000 | +5.3% | 60,885 | +6.0% | 1.92% | +8.8% |
| Q1 2022 | $2,845,000 | -13.0% | 57,419 | -10.7% | 1.76% | -32.3% |
| Q4 2021 | $3,271,000 | – | 64,326 | – | 2.61% | – |
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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% |