SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 582 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 1.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $27,149,535 | -1.0% | 564,088 | -0.8% | 0.16% | -2.4% |
| Q1 2024 | $27,412,668 | +8.2% | 568,609 | +8.7% | 0.17% | -2.3% |
| Q4 2023 | $25,343,152 | -0.4% | 523,079 | -1.5% | 0.17% | -10.4% |
| Q3 2023 | $25,440,224 | +0.3% | 531,222 | +0.6% | 0.19% | +3.2% |
| Q2 2023 | $25,367,537 | -49.8% | 527,831 | -49.0% | 0.19% | -53.0% |
| Q1 2023 | $50,535,531 | +4.7% | 1,035,789 | +3.5% | 0.40% | +0.5% |
| Q4 2022 | $48,261,000 | -4.2% | 1,000,434 | -4.1% | 0.39% | -10.0% |
| Q3 2022 | $50,351,000 | -3.4% | 1,043,327 | -1.6% | 0.44% | +2.6% |
| Q2 2022 | $52,137,000 | -0.6% | 1,059,915 | +0.1% | 0.43% | +19.3% |
| Q1 2022 | $52,432,000 | +2.6% | 1,058,386 | +5.4% | 0.36% | +6.5% |
| Q4 2021 | $51,084,000 | -32.6% | 1,004,608 | -32.1% | 0.34% | -37.2% |
| Q3 2021 | $75,779,000 | +175.9% | 1,480,348 | +176.1% | 0.54% | +153.6% |
| Q2 2021 | $27,462,000 | +16.5% | 536,165 | +16.7% | 0.21% | -4.5% |
| Q1 2021 | $23,582,000 | +6025.2% | 459,598 | +6028.0% | 0.22% | +5425.0% |
| Q4 2020 | $385,000 | +14.6% | 7,500 | +15.0% | 0.00% | 0.0% |
| Q3 2020 | $336,000 | +61.5% | 6,524 | +62.1% | 0.00% | +33.3% |
| Q2 2020 | $208,000 | – | 4,024 | – | 0.00% | – |
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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% |