SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 160 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $32 | -37.3% | 674 | -37.1% | 0.01% | -37.5% |
Q1 2024 | $51 | -28.2% | 1,071 | -27.7% | 0.01% | -27.3% |
Q4 2023 | $71 | -14.5% | 1,481 | -14.7% | 0.01% | -21.4% |
Q3 2023 | $83 | -1.2% | 1,736 | -0.6% | 0.01% | 0.0% |
Q2 2023 | $84 | -11.6% | 1,747 | -11.0% | 0.01% | -17.6% |
Q1 2023 | $95 | -48.9% | 1,962 | -49.1% | 0.02% | -48.5% |
Q4 2022 | $186 | -99.9% | 3,856 | -12.7% | 0.03% | -25.0% |
Q3 2022 | $212,000 | -68.4% | 4,415 | -67.7% | 0.04% | -69.0% |
Q2 2022 | $671,000 | -84.4% | 13,662 | -84.3% | 0.14% | -82.8% |
Q1 2022 | $4,302,000 | -26.0% | 86,843 | -24.0% | 0.82% | -23.1% |
Q4 2021 | $5,813,000 | -53.0% | 114,313 | -52.7% | 1.07% | -52.1% |
Q3 2021 | $12,372,000 | -17.0% | 241,685 | -16.9% | 2.24% | -17.7% |
Q2 2021 | $14,899,000 | -25.0% | 290,876 | -24.9% | 2.72% | -29.9% |
Q1 2021 | $19,865,000 | -34.5% | 387,149 | -34.4% | 3.88% | -39.0% |
Q4 2020 | $30,329,000 | -39.4% | 590,180 | -39.3% | 6.36% | -44.5% |
Q3 2020 | $50,056,000 | -11.6% | 971,971 | -11.4% | 11.46% | -12.2% |
Q2 2020 | $56,631,000 | +700.2% | 1,096,866 | +701.8% | 13.04% | +566.8% |
Q1 2020 | $7,077,000 | +3238.2% | 136,807 | +3155.8% | 1.96% | +3590.6% |
Q4 2019 | $212,000 | -42.7% | 4,202 | -42.6% | 0.05% | -47.5% |
Q3 2019 | $370,000 | -3.4% | 7,318 | -3.3% | 0.10% | -3.8% |
Q2 2019 | $383,000 | +0.8% | 7,569 | -0.0% | 0.10% | -3.7% |
Q1 2019 | $380,000 | +37900.0% | 7,570 | +30180.0% | 0.11% | – |
Q4 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q3 2018 | $1,000 | 0.0% | 25 | -7.4% | 0.00% | – |
Q2 2018 | $1,000 | -50.0% | 27 | -34.1% | 0.00% | -100.0% |
Q1 2018 | $2,000 | -99.6% | 41 | -99.6% | 0.00% | -99.4% |
Q4 2017 | $467,000 | -14.8% | 9,339 | -14.1% | 0.16% | -13.4% |
Q3 2017 | $548,000 | -4.2% | 10,871 | -4.2% | 0.19% | -9.2% |
Q2 2017 | $572,000 | -4.2% | 11,344 | -4.1% | 0.21% | -9.3% |
Q1 2017 | $597,000 | -24.5% | 11,824 | -24.6% | 0.23% | -37.5% |
Q4 2016 | $791,000 | +19.3% | 15,683 | +20.1% | 0.36% | +5.8% |
Q3 2016 | $663,000 | -11.4% | 13,055 | -11.1% | 0.34% | -11.8% |
Q2 2016 | $748,000 | -5.4% | 14,686 | -5.6% | 0.39% | -8.3% |
Q1 2016 | $791,000 | -9.1% | 15,564 | -9.8% | 0.42% | -17.3% |
Q4 2015 | $870,000 | -2.9% | 17,252 | -2.2% | 0.51% | -5.5% |
Q3 2015 | $896,000 | -3.3% | 17,638 | -3.5% | 0.54% | +3.6% |
Q2 2015 | $927,000 | -22.0% | 18,274 | -22.0% | 0.52% | -25.1% |
Q1 2015 | $1,188,000 | -18.1% | 23,414 | -18.4% | 0.70% | -36.0% |
Q4 2014 | $1,450,000 | – | 28,679 | – | 1.09% | – |
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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% |