SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $213,000 | -10.9% | 4,422 | -9.1% | 0.05% | -1.9% |
| Q2 2022 | $239,000 | -86.2% | 4,867 | -86.1% | 0.05% | -83.3% |
| Q1 2022 | $1,734,000 | -57.9% | 35,011 | -56.8% | 0.31% | -54.1% |
| Q4 2021 | $4,117,000 | -0.7% | 80,964 | 0.0% | 0.68% | -12.3% |
| Q3 2021 | $4,145,000 | -5.0% | 80,964 | -4.9% | 0.77% | -4.7% |
| Q2 2021 | $4,361,000 | -6.6% | 85,144 | -6.4% | 0.81% | -16.6% |
| Q1 2021 | $4,668,000 | -7.9% | 90,981 | -7.8% | 0.97% | -7.5% |
| Q4 2020 | $5,070,000 | – | 98,649 | – | 1.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IFS Advisors, LLC | 366,519 | $18,029,000 | 47.98% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 945,226 | $46,496,000 | 23.25% |
| STERLING INVESTMENT MANAGEMENT, LLC | 379,733 | $18,679,000 | 15.53% |
| Morningstar Investment Management LLC | 1,621,277 | $79,751,000 | 15.29% |
| Reliant Wealth Planning | 727,670 | $35,794,000 | 15.02% |
| Fund Evaluation Group, LLC | 2,036,592 | $100,180,000 | 12.81% |
| Northeast Financial Group, Inc. | 290,126 | $14,271,303 | 12.04% |
| Chicago Wealth Management, Inc. | 253,781 | $12,483,000 | 11.15% |
| Roof Eidam Maycock Peralta, LLC | 601,892 | $29,607,000 | 10.91% |
| Passive Capital Management, LLC. | 420,047 | $20,662,117 | 10.52% |