SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,829 | -0.4% | 5,697 | 0.0% | 0.17% | +6.4% |
| Q2 2023 | $273,797 | -1.5% | 5,697 | 0.0% | 0.16% | -8.2% |
| Q1 2023 | $277,956 | +100974.9% | 5,697 | 0.0% | 0.17% | +1.2% |
| Q4 2022 | $275 | 0.0% | 5,697 | 0.0% | 0.17% | -4.0% |
| Q3 2022 | $275 | -6.8% | 5,697 | -5.0% | 0.18% | +1.7% |
| Q2 2022 | $295 | -3.0% | 5,997 | -2.2% | 0.17% | +11.0% |
| Q1 2022 | $304 | -2.6% | 6,133 | 0.0% | 0.16% | +1.3% |
| Q4 2021 | $312 | -0.6% | 6,133 | 0.0% | 0.15% | -9.5% |
| Q3 2021 | $314 | -24.9% | 6,133 | -24.9% | 0.17% | -26.8% |
| Q2 2021 | $418 | -37.0% | 8,166 | -36.8% | 0.23% | -41.2% |
| Q1 2021 | $663 | +8.9% | 12,925 | +9.1% | 0.39% | -1.3% |
| Q4 2020 | $609 | -63.5% | 11,851 | -63.5% | 0.40% | -69.5% |
| Q3 2020 | $1,670 | -53.5% | 32,432 | -53.4% | 1.31% | -56.1% |
| Q2 2020 | $3,590 | -64.4% | 69,535 | -64.4% | 2.98% | -72.3% |
| Q1 2020 | $10,094 | +127.6% | 195,128 | +122.1% | 10.73% | +195.7% |
| Q4 2019 | $4,435 | – | 87,852 | – | 3.63% | – |
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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% |