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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,025 | +18.2% | 21,412 | +18.6% | 0.04% | +18.2% |
| Q2 2023 | $867 | +2790.0% | 18,047 | +2873.1% | 0.03% | +3200.0% |
| Q1 2023 | $30 | +42.9% | 607 | +37.6% | 0.00% | 0.0% |
| Q4 2022 | $21 | -99.9% | 441 | -23.4% | 0.00% | 0.0% |
| Q3 2022 | $28,000 | +16.7% | 576 | +19.8% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -35.1% | 481 | -35.4% | 0.00% | -50.0% |
| Q1 2022 | $37,000 | +54.2% | 745 | +56.2% | 0.00% | +100.0% |
| Q4 2021 | $24,000 | +14.3% | 477 | +14.7% | 0.00% | 0.0% |
| Q3 2021 | $21,000 | 0.0% | 416 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | -46.2% | 416 | -45.5% | 0.00% | -50.0% |
| Q1 2021 | $39,000 | +18.2% | 763 | +17.9% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | +560.0% | 647 | +627.0% | 0.00% | – |
| Q3 2020 | $5,000 | +25.0% | 89 | +14.1% | 0.00% | – |
| Q2 2020 | $4,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | +33.3% | 78 | +41.8% | 0.00% | – |
| Q4 2019 | $3,000 | -25.0% | 55 | -24.7% | 0.00% | – |
| Q3 2019 | $4,000 | -94.3% | 73 | -94.7% | 0.00% | -100.0% |
| Q2 2019 | $70,000 | +3400.0% | 1,381 | +3268.3% | 0.01% | – |
| Q1 2019 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 41 | -2.4% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | – | 42 | – | 0.00% | – |
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% |