SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $259,037 | -84.9% | 5,409 | -84.8% | 0.02% | -84.6% |
Q2 2023 | $1,712,954 | +170.3% | 35,642 | +174.4% | 0.13% | +165.3% |
Q1 2023 | $633,830 | +3519.6% | 12,991 | +3478.8% | 0.05% | +4800.0% |
Q4 2022 | $17,511 | -50.0% | 363 | -49.7% | 0.00% | -66.7% |
Q3 2022 | $35,000 | -98.5% | 721 | -98.5% | 0.00% | -98.5% |
Q2 2022 | $2,294,000 | +25.5% | 46,633 | +26.4% | 0.19% | +44.8% |
Q1 2022 | $1,828,000 | +12.2% | 36,893 | +15.1% | 0.13% | +44.1% |
Q4 2021 | $1,629,000 | -2.0% | 32,044 | -1.3% | 0.09% | -7.9% |
Q3 2021 | $1,662,000 | +21.7% | 32,462 | +21.7% | 0.10% | +17.4% |
Q2 2021 | $1,366,000 | +63.4% | 26,677 | +63.8% | 0.09% | +45.8% |
Q1 2021 | $836,000 | +400.6% | 16,287 | +400.8% | 0.06% | +353.8% |
Q4 2020 | $167,000 | +778.9% | 3,252 | +795.9% | 0.01% | +550.0% |
Q3 2020 | $19,000 | 0.0% | 363 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $19,000 | 0.0% | 363 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $19,000 | +90.0% | 363 | +82.4% | 0.00% | +100.0% |
Q4 2019 | $10,000 | – | 199 | – | 0.00% | – |
Q3 2019 | $0 | – | 0 | – | 0.00% | – |
Q2 2019 | $0 | – | 0 | – | 0.00% | – |
Q1 2019 | $0 | – | 0 | – | 0.00% | – |
Q4 2018 | $0 | – | 0 | – | 0.00% | – |
Q3 2018 | $0 | – | 0 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Reliant Wealth Planning | 609,500 | $31,273,000 | 18.13% |
Fund Evaluation Group, LLC | 2,707,316 | $138,912,000 | 15.17% |
Edgehill Endowment Partners, LLC | 806,134 | $41,363,000 | 13.69% |
Roof Eidam Maycock Peralta, LLC | 574,084 | $29,456,000 | 11.36% |
SENTINEL PENSION ADVISORS INC | 398,223 | $30,564,000 | 11.21% |
ASSET PLANNING CORPORATION | 184,306 | $9,457,000 | 9.84% |
Traverso Chambers Private Wealth Management, LLC | 552,283 | $28,338,000 | 9.56% |
STERLING INVESTMENT MANAGEMENT, LLC | 254,838 | $13,076,000 | 8.95% |
Tradewinds Capital Management, LLC | 847,172 | $43,468,000 | 8.65% |
IFS Advisors, LLC | 207,871 | $10,665,000 | 8.34% |