AMERIPRISE FINANCIAL INC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
AMERIPRISE FINANCIAL INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$577,522,643
-15.7%
11,918,202
-15.4%
0.19%
-11.6%
Q2 2023$685,224,839
+4.3%
14,083,379
+4.3%
0.22%0.0%
Q1 2023$657,081,750
+6.3%
13,502,363
+5.4%
0.22%
+1.4%
Q4 2022$618,220,000
-10.1%
12,815,296
-8.3%
0.21%
-16.5%
Q3 2022$687,940,000
+46.6%
13,972,901
+42.8%
0.25%
+54.9%
Q2 2022$469,402,000
+4.2%
9,786,223
+7.2%
0.16%
+23.3%
Q1 2022$450,600,000
-6.1%
9,126,374
-3.1%
0.13%0.0%
Q4 2021$479,794,000
+3.0%
9,420,209
+3.6%
0.13%
-10.7%
Q3 2021$465,717,000
+39.9%
9,095,881
+36.8%
0.15%
+44.7%
Q2 2021$332,998,000
-9.1%
6,647,341
-4.8%
0.10%
-15.6%
Q1 2021$366,479,000
-23.8%
6,984,296
-24.7%
0.12%
-28.2%
Q4 2020$480,662,000
+4.0%
9,274,323
+2.4%
0.17%
-9.6%
Q3 2020$462,043,000
+38.7%
9,055,883
+35.9%
0.19%
+31.5%
Q2 2020$333,166,000
+14.7%
6,662,446
+19.5%
0.14%
-6.5%
Q1 2020$290,549,000
+65.6%
5,574,931
+58.5%
0.15%
+109.6%
Q4 2019$175,443,000
+25.8%
3,518,265
+24.5%
0.07%
+17.7%
Q3 2019$139,469,000
+28.6%
2,826,936
+28.5%
0.06%
+26.5%
Q2 2019$108,426,000
+65.4%
2,200,322
+68.5%
0.05%
+63.3%
Q1 2019$65,536,000
-33.8%
1,305,875
-34.2%
0.03%
-40.0%
Q4 2018$99,055,000
+2339.2%
1,985,811
+2324.1%
0.05%
+4900.0%
Q3 2018$4,061,000
-5.5%
81,920
-5.2%
0.00%
-50.0%
Q2 2018$4,298,000
+57.8%
86,391
+58.1%
0.00%
+100.0%
Q1 2018$2,724,000
+9.0%
54,648
+9.4%
0.00%0.0%
Q4 2017$2,500,000
+0.2%
49,969
+0.9%
0.00%0.0%
Q3 2017$2,496,000
-0.8%
49,521
-0.8%
0.00%0.0%
Q2 2017$2,517,000
+6.0%
49,927
+6.3%
0.00%0.0%
Q1 2017$2,374,000
+3.5%
46,988
+3.3%
0.00%0.0%
Q4 2016$2,294,000
-1.5%
45,503
-0.7%
0.00%0.0%
Q3 2016$2,330,000
+5.2%
45,842
+2.0%
0.00%0.0%
Q2 2016$2,215,000
+6.7%
44,954
+10.0%
0.00%0.0%
Q1 2016$2,075,000
+175.9%
40,854
+174.0%
0.00%
Q4 2015$752,000
+37.7%
14,912
+38.7%
0.00%
Q3 2015$546,000
+6725.0%
10,751
+6704.4%
0.00%
Q3 2014$8,0000.0%1580.0%0.00%
Q2 2014$8,0001580.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Reliant Wealth Planning 609,500$31,273,00018.13%
Fund Evaluation Group, LLC 2,707,316$138,912,00015.17%
Edgehill Endowment Partners, LLC 806,134$41,363,00013.69%
Roof Eidam Maycock Peralta, LLC 574,084$29,456,00011.36%
SENTINEL PENSION ADVISORS INC 398,223$30,564,00011.21%
ASSET PLANNING CORPORATION 184,306$9,457,0009.84%
Traverso Chambers Private Wealth Management, LLC 552,283$28,338,0009.56%
STERLING INVESTMENT MANAGEMENT, LLC 254,838$13,076,0008.95%
Tradewinds Capital Management, LLC 847,172$43,468,0008.65%
IFS Advisors, LLC 207,871$10,665,0008.34%
View complete list of SCHWAB STRATEGIC TR shareholders