SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 344 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $15,573 | -1.7% | 323,565 | -1.6% | 0.06% | -3.1% |
Q1 2024 | $15,846 | +8.1% | 328,693 | +8.7% | 0.06% | -4.4% |
Q4 2023 | $14,657 | +385.3% | 302,511 | +379.7% | 0.07% | +300.0% |
Q3 2023 | $3,020 | -61.8% | 63,065 | -61.7% | 0.02% | -61.4% |
Q2 2023 | $7,904 | -4.3% | 164,455 | -2.8% | 0.04% | -24.1% |
Q1 2023 | $8,257 | -13.3% | 169,232 | -14.3% | 0.06% | -7.9% |
Q4 2022 | $9,522 | -99.9% | 197,381 | +2.5% | 0.06% | -11.3% |
Q3 2022 | $9,294,000 | -12.7% | 192,575 | -11.0% | 0.07% | -12.3% |
Q2 2022 | $10,642,000 | -5.1% | 216,350 | -4.4% | 0.08% | +2.5% |
Q1 2022 | $11,212,000 | -3.2% | 226,328 | -0.7% | 0.08% | -4.8% |
Q4 2021 | $11,586,000 | -3.3% | 227,847 | -2.7% | 0.08% | -12.6% |
Q3 2021 | $11,982,000 | +2.9% | 234,060 | +3.0% | 0.10% | -3.1% |
Q2 2021 | $11,643,000 | +5.7% | 227,315 | +5.8% | 0.10% | -6.7% |
Q1 2021 | $11,020,000 | +10.9% | 214,780 | +11.1% | 0.10% | -0.9% |
Q4 2020 | $9,933,000 | +13.6% | 193,280 | +13.8% | 0.11% | -3.6% |
Q3 2020 | $8,746,000 | +1.1% | 169,828 | +1.4% | 0.11% | -5.2% |
Q2 2020 | $8,649,000 | +249.5% | 167,512 | +250.2% | 0.12% | +169.8% |
Q1 2020 | $2,475,000 | +410.3% | 47,840 | +397.9% | 0.04% | +514.3% |
Q4 2019 | $485,000 | +24.4% | 9,609 | +24.7% | 0.01% | +16.7% |
Q3 2019 | $390,000 | -32.9% | 7,707 | -32.9% | 0.01% | -25.0% |
Q2 2019 | $581,000 | +7.6% | 11,478 | +6.7% | 0.01% | 0.0% |
Q1 2019 | $540,000 | +53.4% | 10,755 | +52.3% | 0.01% | +33.3% |
Q4 2018 | $352,000 | – | 7,061 | – | 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% |