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 2023 | $14,608 | -0.3% | 305 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,653 | -28.1% | 305 | -27.0% | 0.00% | -33.3% |
| Q1 2023 | $20,382 | +1.2% | 418 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $20,149 | -8.4% | 418 | -9.1% | 0.01% | -14.3% |
| Q3 2022 | $22,000 | -4.3% | 460 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $23,000 | 0.0% | 460 | +0.2% | 0.01% | +16.7% |
| Q1 2022 | $23,000 | -25.8% | 459 | -24.6% | 0.01% | -25.0% |
| Q4 2021 | $31,000 | 0.0% | 609 | -0.2% | 0.01% | -11.1% |
| Q1 2021 | $31,000 | 0.0% | 610 | 0.0% | 0.01% | -18.2% |
| Q3 2020 | $31,000 | -6.1% | 610 | -6.2% | 0.01% | -8.3% |
| Q3 2019 | $33,000 | -37.7% | 650 | -38.1% | 0.01% | -47.8% |
| Q3 2017 | $53,000 | +12.8% | 1,050 | +13.3% | 0.02% | +9.5% |
| Q2 2017 | $47,000 | – | 927 | – | 0.02% | – |
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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% |