SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $331,279 | +1.5% | 6,883 | +1.7% | 0.01% | 0.0% |
| Q1 2024 | $326,382 | +13.7% | 6,770 | +14.3% | 0.01% | 0.0% |
| Q4 2023 | $286,948 | +9.8% | 5,925 | +8.6% | 0.01% | 0.0% |
| Q3 2023 | $261,240 | +2.3% | 5,455 | +2.6% | 0.01% | +25.0% |
| Q2 2023 | $255,439 | -1.3% | 5,315 | +0.2% | 0.00% | -20.0% |
| Q1 2023 | $258,733 | +10.1% | 5,303 | +8.8% | 0.01% | 0.0% |
| Q4 2022 | $235,074 | -4.3% | 4,873 | -4.3% | 0.01% | 0.0% |
| Q3 2022 | $245,740 | +9.1% | 5,092 | +11.3% | 0.01% | 0.0% |
| Q2 2022 | $225,143 | +5.5% | 4,577 | +6.2% | 0.01% | +25.0% |
| Q1 2022 | $213,468 | -36.5% | 4,309 | -34.8% | 0.00% | -33.3% |
| Q4 2021 | $336,068 | -0.7% | 6,609 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $338,315 | -4.4% | 6,609 | -4.3% | 0.01% | -14.3% |
| Q2 2021 | $353,879 | -24.3% | 6,909 | -24.2% | 0.01% | -22.2% |
| Q1 2021 | $467,383 | +7.6% | 9,109 | +7.8% | 0.01% | 0.0% |
| Q4 2020 | $434,245 | -11.5% | 8,450 | -11.3% | 0.01% | -25.0% |
| Q3 2020 | $490,538 | -0.3% | 9,525 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $491,776 | +4.9% | 9,525 | +5.1% | 0.01% | -7.1% |
| Q1 2020 | $468,932 | +2.5% | 9,065 | 0.0% | 0.01% | +27.3% |
| Q4 2019 | $457,601 | +317.8% | 9,065 | +318.7% | 0.01% | +266.7% |
| Q3 2019 | $109,527 | – | 2,165 | – | 0.00% | – |
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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% |