SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $458,000 | -2.6% | 9,246 | 0.0% | 0.03% | +3.1% |
| Q4 2021 | $470,000 | -0.6% | 9,246 | 0.0% | 0.03% | -15.8% |
| Q3 2021 | $473,000 | -14.9% | 9,246 | -14.8% | 0.04% | -15.6% |
| Q2 2021 | $556,000 | -12.3% | 10,856 | -12.2% | 0.04% | -22.4% |
| Q1 2021 | $634,000 | -29.6% | 12,358 | -29.4% | 0.06% | -32.6% |
| Q4 2020 | $900,000 | -25.9% | 17,506 | -25.8% | 0.09% | -31.7% |
| Q3 2020 | $1,214,000 | -55.2% | 23,581 | -55.1% | 0.13% | -55.5% |
| Q2 2020 | $2,709,000 | -3.8% | 52,462 | -3.6% | 0.28% | -17.3% |
| Q1 2020 | $2,815,000 | -22.9% | 54,425 | -24.7% | 0.34% | +11.0% |
| Q4 2019 | $3,650,000 | -1.3% | 72,296 | -1.1% | 0.31% | -40.2% |
| Q3 2019 | $3,697,000 | +2.0% | 73,069 | +2.0% | 0.52% | -2.6% |
| Q2 2019 | $3,623,000 | -52.7% | 71,607 | -53.1% | 0.53% | -48.3% |
| Q1 2019 | $7,661,000 | +7.1% | 152,640 | +6.5% | 1.02% | +5.4% |
| Q4 2018 | $7,155,000 | +122.8% | 143,359 | +121.3% | 0.97% | +90.8% |
| Q3 2018 | $3,211,000 | +21.4% | 64,785 | +21.8% | 0.51% | +19.2% |
| Q2 2018 | $2,645,000 | +58.2% | 53,169 | +60.4% | 0.43% | +80.9% |
| Q1 2017 | $1,672,000 | -0.4% | 33,145 | -0.5% | 0.24% | -7.5% |
| Q4 2016 | $1,679,000 | -20.2% | 33,300 | -19.6% | 0.26% | -20.1% |
| Q3 2016 | $2,103,000 | +0.8% | 41,398 | +1.1% | 0.32% | -3.9% |
| Q2 2016 | $2,087,000 | – | 40,960 | – | 0.33% | – |
Download | ||||||
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% |