SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $10,599,000 | -4.2% | 208,439 | -3.6% | 3.90% | -9.2% |
| Q3 2021 | $11,064,000 | +50.7% | 216,139 | +50.8% | 4.29% | +48.3% |
| Q2 2021 | $7,343,000 | +53.9% | 143,359 | +54.2% | 2.89% | +41.9% |
| Q1 2021 | $4,771,000 | +24.6% | 92,989 | +24.8% | 2.04% | +14.6% |
| Q4 2020 | $3,829,000 | +1767.8% | 74,514 | +1775.0% | 1.78% | +1474.3% |
| Q3 2020 | $205,000 | +109.2% | 3,974 | +108.7% | 0.11% | +101.8% |
| Q2 2020 | $98,000 | +10.1% | 1,904 | +11.0% | 0.06% | -8.2% |
| Q1 2020 | $89,000 | -1.1% | 1,715 | -4.2% | 0.06% | +19.6% |
| Q4 2019 | $90,000 | -3.2% | 1,790 | -3.1% | 0.05% | -7.3% |
| Q3 2019 | $93,000 | +272.0% | 1,847 | +269.4% | 0.06% | +266.7% |
| Q2 2019 | $25,000 | 0.0% | 500 | -1.0% | 0.02% | -6.2% |
| Q1 2019 | $25,000 | -99.9% | 505 | +38.4% | 0.02% | +23.1% |
| Q4 2018 | $18,217,000 | +0.7% | 365 | 0.0% | 0.01% | +30.0% |
| Q3 2018 | $18,093,000 | -0.3% | 365 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $18,155,000 | -0.2% | 365 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $18,192,000 | -1.1% | 365 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $18,396,000 | -0.0% | 365 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $18,403,000 | -35.5% | 365 | -35.4% | 0.01% | -38.9% |
| Q1 2017 | $28,510,000 | -51.5% | 565 | -51.5% | 0.02% | -53.8% |
| Q4 2016 | $58,739,000 | -0.7% | 1,165 | 0.0% | 0.04% | -4.9% |
| Q3 2016 | $59,170,000 | -0.3% | 1,165 | 0.0% | 0.04% | -4.7% |
| Q2 2016 | $59,368,000 | -20.2% | 1,165 | -20.5% | 0.04% | -24.6% |
| Q1 2016 | $74,422,000 | +0.7% | 1,465 | 0.0% | 0.06% | 0.0% |
| Q4 2015 | $73,895,000 | +459.5% | 1,465 | +463.5% | 0.06% | +418.2% |
| Q3 2015 | $13,208,000 | – | 260 | – | 0.01% | – |
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% |