Strategic Advocates LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 584 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.

Quarter-by-quarter ownership
Strategic Advocates LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$1,024,221
-56.1%
21,280
-56.0%
0.41%
-54.8%
Q1 2024$2,332,380
-67.5%
48,380
-67.4%
0.90%
-70.6%
Q4 2023$7,185,447
-22.3%
148,306
-23.2%
3.05%
-29.9%
Q3 2023$9,250,045193,1524.36%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Reliant Wealth Planning 609,500$31,273,00018.13%
Fund Evaluation Group, LLC 2,707,316$138,912,00015.17%
Edgehill Endowment Partners, LLC 806,134$41,363,00013.69%
Roof Eidam Maycock Peralta, LLC 574,084$29,456,00011.36%
SENTINEL PENSION ADVISORS INC. 398,223$30,564,00011.21%
ASSET PLANNING CORPORATION 184,306$9,457,0009.84%
Traverso Chambers Private Wealth Management, LLC 552,283$28,338,0009.56%
STERLING INVESTMENT MANAGEMENT, LLC 254,838$13,076,0008.95%
Tradewinds Capital Management, LLC 847,172$43,468,0008.65%
IFS Advisors, LLC 207,871$10,665,0008.34%
View complete list of SCHWAB STRATEGIC TR shareholders