SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 459 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $327,785 | -41.8% | 6,795 | -41.8% | 0.03% | -46.4% |
| Q3 2022 | $563,000 | -57.8% | 11,681 | -56.9% | 0.06% | -57.6% |
| Q2 2022 | $1,333,000 | +37.3% | 27,091 | +38.3% | 0.13% | +67.1% |
| Q1 2022 | $971,000 | -5.5% | 19,594 | -3.0% | 0.08% | 0.0% |
| Q4 2021 | $1,027,000 | -22.5% | 20,199 | -22.0% | 0.08% | -6.0% |
| Q3 2021 | $1,325,000 | -20.6% | 25,895 | -20.5% | 0.08% | -22.2% |
| Q2 2021 | $1,669,000 | -4.7% | 32,585 | -4.6% | 0.11% | -7.7% |
| Q1 2021 | $1,752,000 | -23.0% | 34,148 | -22.8% | 0.12% | -25.5% |
| Q4 2020 | $2,274,000 | -7.7% | 44,260 | -7.5% | 0.16% | -16.5% |
| Q3 2020 | $2,465,000 | -3.4% | 47,874 | -3.1% | 0.19% | -12.6% |
| Q2 2020 | $2,552,000 | +24.6% | 49,426 | +24.8% | 0.22% | -18.9% |
| Q1 2020 | $2,048,000 | – | 39,598 | – | 0.26% | – |
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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% |