SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,491 | -45.6% | 887 | -45.4% | 0.00% | – |
| Q2 2023 | $78,158 | +412.5% | 1,626 | +421.2% | 0.00% | – |
| Q1 2023 | $15,250 | -52.5% | 312 | -53.2% | 0.00% | – |
| Q4 2022 | $32,128 | -15.5% | 666 | -15.5% | 0.00% | – |
| Q3 2022 | $38,000 | +1166.7% | 788 | +1332.7% | 0.00% | – |
| Q2 2022 | $3,000 | -50.0% | 55 | -56.3% | 0.00% | – |
| Q1 2022 | $6,000 | -89.8% | 126 | -89.1% | 0.00% | – |
| Q4 2021 | $59,000 | +145.8% | 1,153 | +144.8% | 0.00% | – |
| Q3 2021 | $24,000 | -63.1% | 471 | -62.9% | 0.00% | – |
| Q2 2021 | $65,000 | +116.7% | 1,268 | +119.4% | 0.00% | – |
| Q1 2021 | $30,000 | +200.0% | 578 | +207.4% | 0.00% | – |
| Q4 2020 | $10,000 | -92.1% | 188 | -92.3% | 0.00% | – |
| Q3 2020 | $126,000 | -5.3% | 2,444 | -5.2% | 0.00% | – |
| Q2 2020 | $133,000 | +638.9% | 2,579 | +618.4% | 0.00% | – |
| Q1 2020 | $18,000 | -5.3% | 359 | -2.4% | 0.00% | – |
| Q4 2019 | $19,000 | -34.5% | 368 | -36.7% | 0.00% | – |
| Q3 2019 | $29,000 | – | 581 | +11520.0% | 0.00% | – |
| Q1 2019 | $0 | – | 5 | +150.0% | 0.00% | – |
| Q4 2018 | $0 | – | 2 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 724,182 | $36,824,000 | 17.91% |
| Fund Evaluation Group, LLC | 2,846,427 | $145,663,000 | 15.73% |
| IFS Advisors, LLC | 353,780 | $17,989,000 | 12.64% |
| Passive Capital Management, LLC. | 404,151 | $20,551,054 | 11.64% |
| STRATEGIC WEALTH MANAGEMENT INC | 457,418 | $23,260,000 | 11.50% |
| Edgehill Endowment Partners, LLC | 808,660 | $41,120,000 | 11.41% |
| ASSET PLANNING CORPORATION | 223,363 | $11,358,000 | 9.72% |
| Traverso Chambers Private Wealth Management, LLC | 614,306 | $31,237,000 | 9.26% |
| Tradewinds Capital Management, LLC | 1,051,636 | $53,476,000 | 8.20% |
| STERLING INVESTMENT MANAGEMENT, LLC | 247,159 | $12,568,000 | 7.83% |