SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $455,243 | -0.4% | 9,506 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $456,859 | -1.5% | 9,506 | 0.0% | 0.05% | -11.7% |
| Q1 2023 | $463,798 | +1.1% | 9,506 | 0.0% | 0.06% | -4.8% |
| Q4 2022 | $458,569 | -0.1% | 9,506 | 0.0% | 0.06% | -4.5% |
| Q3 2022 | $459,000 | -1.9% | 9,506 | 0.0% | 0.07% | +1.5% |
| Q2 2022 | $468,000 | -0.6% | 9,506 | 0.0% | 0.06% | +18.2% |
| Q1 2022 | $471,000 | -2.5% | 9,506 | 0.0% | 0.06% | +1.9% |
| Q4 2021 | $483,000 | -0.8% | 9,506 | 0.0% | 0.05% | -8.5% |
| Q3 2021 | $487,000 | 0.0% | 9,506 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $487,000 | -0.2% | 9,506 | 0.0% | 0.06% | -10.3% |
| Q1 2021 | $488,000 | -0.2% | 9,506 | 0.0% | 0.07% | -2.9% |
| Q4 2020 | $489,000 | -0.2% | 9,506 | 0.0% | 0.07% | -11.4% |
| Q3 2020 | $490,000 | -0.2% | 9,506 | 0.0% | 0.08% | -9.2% |
| Q2 2020 | $491,000 | -0.2% | 9,506 | 0.0% | 0.09% | -19.4% |
| Q1 2020 | $492,000 | +2.5% | 9,506 | 0.0% | 0.11% | +17.4% |
| Q4 2019 | $480,000 | -0.2% | 9,506 | +0.0% | 0.09% | -9.8% |
| Q3 2019 | $481,000 | 0.0% | 9,505 | 0.0% | 0.10% | +6.2% |
| Q2 2019 | $481,000 | +0.8% | 9,505 | 0.0% | 0.10% | -1.0% |
| Q1 2019 | $477,000 | +0.6% | 9,505 | 0.0% | 0.10% | -13.4% |
| Q4 2018 | $474,000 | +0.6% | 9,505 | 0.0% | 0.11% | +15.5% |
| Q3 2018 | $471,000 | -0.4% | 9,505 | 0.0% | 0.10% | -11.8% |
| Q2 2018 | $473,000 | -0.2% | 9,505 | 0.0% | 0.11% | -1.8% |
| Q1 2018 | $474,000 | -0.4% | 9,505 | 0.0% | 0.11% | -2.6% |
| Q4 2017 | $476,000 | – | 9,505 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 724,182 | $36,824,000 | 17.91% |
| Fund Evaluation Group, LLC | 2,846,427 | $145,663,000 | 15.73% |
| IFS Advisors, LLC | 353,780 | $17,989,000 | 12.64% |
| Passive Capital Management, LLC. | 404,151 | $20,551,054 | 11.64% |
| STRATEGIC WEALTH MANAGEMENT INC | 457,418 | $23,260,000 | 11.50% |
| Edgehill Endowment Partners, LLC | 808,660 | $41,120,000 | 11.41% |
| ASSET PLANNING CORPORATION | 223,363 | $11,358,000 | 9.72% |
| Traverso Chambers Private Wealth Management, LLC | 614,306 | $31,237,000 | 9.26% |
| Tradewinds Capital Management, LLC | 1,051,636 | $53,476,000 | 8.20% |
| STERLING INVESTMENT MANAGEMENT, LLC | 247,159 | $12,568,000 | 7.83% |