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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $153,727 | -43.8% | 3,210 | -43.6% | 0.04% | -38.9% |
| Q2 2023 | $273,702 | -1.5% | 5,695 | 0.0% | 0.07% | -7.7% |
| Q1 2023 | $277,859 | +1.1% | 5,695 | 0.0% | 0.08% | +2.6% |
| Q4 2022 | $274,727 | -0.1% | 5,695 | 0.0% | 0.08% | -17.4% |
| Q3 2022 | $275,000 | -1.8% | 5,695 | 0.0% | 0.09% | +1.1% |
| Q2 2022 | $280,000 | -0.7% | 5,695 | 0.0% | 0.09% | +13.8% |
| Q1 2022 | $282,000 | -2.8% | 5,695 | 0.0% | 0.08% | +2.6% |
| Q4 2021 | $290,000 | -0.7% | 5,695 | 0.0% | 0.08% | -12.4% |
| Q3 2021 | $292,000 | 0.0% | 5,695 | 0.0% | 0.09% | +3.5% |
| Q2 2021 | $292,000 | 0.0% | 5,695 | 0.0% | 0.09% | -5.5% |
| Q1 2021 | $292,000 | +30.9% | 5,695 | +31.5% | 0.09% | +31.9% |
| Q4 2020 | $223,000 | 0.0% | 4,330 | 0.0% | 0.07% | -9.2% |
| Q3 2020 | $223,000 | 0.0% | 4,330 | 0.0% | 0.08% | -7.3% |
| Q2 2020 | $223,000 | -0.4% | 4,330 | 0.0% | 0.08% | -17.2% |
| Q1 2020 | $224,000 | +2.3% | 4,330 | 0.0% | 0.10% | +23.8% |
| Q4 2019 | $219,000 | 0.0% | 4,330 | 0.0% | 0.08% | -3.6% |
| Q3 2019 | $219,000 | 0.0% | 4,330 | 0.0% | 0.08% | -2.4% |
| Q2 2019 | $219,000 | +0.9% | 4,330 | 0.0% | 0.08% | +1.2% |
| Q1 2019 | $217,000 | +0.5% | 4,330 | 0.0% | 0.08% | -9.7% |
| Q4 2018 | $216,000 | +0.5% | 4,330 | 0.0% | 0.09% | +20.8% |
| Q3 2018 | $215,000 | 0.0% | 4,330 | 0.0% | 0.08% | -1.3% |
| Q2 2018 | $215,000 | -0.5% | 4,330 | 0.0% | 0.08% | -2.5% |
| Q1 2018 | $216,000 | -0.5% | 4,330 | 0.0% | 0.08% | +1.3% |
| Q4 2017 | $217,000 | -6.1% | 4,330 | -5.3% | 0.08% | -3.7% |
| Q3 2017 | $231,000 | -15.4% | 4,574 | -15.4% | 0.08% | -16.3% |
| Q2 2017 | $273,000 | +15.7% | 5,407 | +15.5% | 0.10% | +18.1% |
| Q1 2017 | $236,000 | – | 4,681 | – | 0.08% | – |
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% |