SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,762,127 | -0.2% | 98,943 | 0.0% | 2.46% | -1.0% |
| Q1 2024 | $4,770,042 | -0.5% | 98,943 | 0.0% | 2.48% | -6.2% |
| Q4 2023 | $4,793,788 | +1.2% | 98,943 | 0.0% | 2.64% | +8.2% |
| Q3 2023 | $4,738,380 | -0.4% | 98,943 | 0.0% | 2.44% | +2.1% |
| Q2 2023 | $4,755,201 | -1.5% | 98,943 | 0.0% | 2.39% | -3.7% |
| Q1 2023 | $4,827,429 | +1.1% | 98,943 | 0.0% | 2.49% | -21.5% |
| Q4 2022 | $4,773,010 | – | 98,943 | – | 3.17% | – |
Download | ||||||
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% |