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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $516,797 | +4.2% | 10,791 | +4.6% | 0.02% | +9.5% |
| Q2 2023 | $495,955 | -0.7% | 10,319 | +0.8% | 0.02% | -8.7% |
| Q1 2023 | $499,370 | +54179.3% | 10,235 | -46.3% | 0.02% | -8.0% |
| Q4 2022 | $920 | -99.8% | 19,066 | +105.4% | 0.02% | -16.7% |
| Q3 2022 | $448,000 | -3.2% | 9,281 | -1.3% | 0.03% | -11.8% |
| Q2 2022 | $463,000 | -79.9% | 9,403 | -79.8% | 0.03% | -73.0% |
| Q1 2022 | $2,305,000 | -7.5% | 46,524 | -5.1% | 0.13% | 0.0% |
| Q4 2021 | $2,493,000 | -5.6% | 49,034 | -5.0% | 0.13% | -13.7% |
| Q3 2021 | $2,642,000 | +0.6% | 51,614 | +0.7% | 0.15% | +0.7% |
| Q2 2021 | $2,626,000 | +14.6% | 51,263 | +14.8% | 0.14% | +5.8% |
| Q1 2021 | $2,291,000 | -11.7% | 44,644 | -11.6% | 0.14% | -14.4% |
| Q4 2020 | $2,596,000 | -2.7% | 50,520 | -2.5% | 0.16% | -15.8% |
| Q3 2020 | $2,669,000 | -14.2% | 51,824 | -13.9% | 0.19% | -17.4% |
| Q2 2020 | $3,109,000 | -6.9% | 60,214 | -6.7% | 0.23% | -29.2% |
| Q1 2020 | $3,338,000 | +31.7% | 64,518 | +28.5% | 0.32% | +47.1% |
| Q4 2019 | $2,534,000 | -9.7% | 50,190 | -9.5% | 0.22% | -17.5% |
| Q3 2019 | $2,806,000 | -2.2% | 55,475 | -2.1% | 0.27% | -3.2% |
| Q2 2019 | $2,868,000 | -0.5% | 56,685 | -1.3% | 0.28% | -3.8% |
| Q1 2019 | $2,883,000 | -66.6% | 57,446 | -66.8% | 0.29% | -70.8% |
| Q4 2018 | $8,633,000 | +596.8% | 172,980 | +592.1% | 0.99% | +605.0% |
| Q3 2018 | $1,239,000 | +471.0% | 24,995 | +486.0% | 0.14% | +225.6% |
| Q3 2016 | $217,000 | -48.5% | 4,265 | -48.4% | 0.04% | -52.2% |
| Q2 2016 | $421,000 | -26.4% | 8,265 | -26.6% | 0.09% | -33.3% |
| Q1 2016 | $572,000 | +26.5% | 11,265 | +25.7% | 0.14% | +14.4% |
| Q4 2015 | $452,000 | – | 8,965 | – | 0.12% | – |
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% |