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 | $2,168,799 | +58.9% | 45,061 | +59.2% | 0.02% | +60.0% |
| Q1 2024 | $1,364,914 | -63.5% | 28,312 | -63.3% | 0.02% | -68.1% |
| Q4 2023 | $3,734,458 | -21.8% | 77,079 | -22.7% | 0.05% | -29.9% |
| Q3 2023 | $4,775,248 | -53.8% | 99,713 | -53.6% | 0.07% | -52.5% |
| Q2 2023 | $10,337,673 | +710.0% | 215,099 | +722.3% | 0.14% | +642.1% |
| Q1 2023 | $1,276,284 | +157.9% | 26,159 | +155.0% | 0.02% | +137.5% |
| Q4 2022 | $494,795 | -74.0% | 10,257 | -74.0% | 0.01% | -75.8% |
| Q3 2022 | $1,906,673 | -18.3% | 39,508 | -16.7% | 0.03% | -25.0% |
| Q2 2022 | $2,333,000 | +123.7% | 47,420 | +125.4% | 0.04% | +158.8% |
| Q1 2022 | $1,043,000 | – | 21,038 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 577,166 | $29,660,000 | 17.69% |
| Blossom Wealth Management | 14,445 | $742,000 | 16.59% |
| Fund Evaluation Group, LLC | 2,482,391 | $127,570,000 | 15.00% |
| Edgehill Endowment Partners, LLC | 805,298 | $41,384,000 | 14.55% |
| Corrigan Financial, Inc. | 499,259 | $25,656,907 | 11.25% |
| Traverso Chambers Private Wealth Management, LLC | 513,594 | $26,394,000 | 9.48% |
| STRATEGIC WEALTH MANAGEMENT INC | 279,400 | $14,358,000 | 8.82% |
| ASSET PLANNING CORPORATION | 171,125 | $8,794,000 | 8.73% |
| Tradewinds Capital Management, LLC | 766,948 | $39,413,000 | 8.53% |
| WestHill Financial Advisors, Inc. | 404,060 | $20,765,000 | 8.17% |