SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 518 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,626 | -0.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $9,642 | -0.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $9,690 | +1.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $9,578 | -0.4% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,612 | -1.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,758 | +1.1% | 200 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $9,648 | -0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,652 | -1.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,838 | -0.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,908 | -2.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,170 | -0.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,238 | -0.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,244 | -0.2% | 200 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $10,262 | -0.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,278 | -0.2% | 200 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $10,300 | -0.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $10,326 | -0.2% | 200 | 0.0% | 0.01% | -28.6% |
| Q1 2020 | $10,346 | +2.5% | 200 | 0.0% | 0.01% | +40.0% |
| Q4 2019 | $10,096 | – | 200 | – | 0.01% | – |
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% |