SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $210,000 | -96.7% | 4,244 | -96.6% | 0.05% | -96.3% |
| Q4 2021 | $6,331,000 | -0.0% | 124,506 | +0.6% | 1.46% | -11.0% |
| Q3 2021 | $6,333,000 | +4.1% | 123,729 | +4.2% | 1.64% | +6.1% |
| Q2 2021 | $6,085,000 | +1.5% | 118,793 | +1.7% | 1.55% | -7.5% |
| Q1 2021 | $5,995,000 | -1.9% | 116,847 | -1.8% | 1.68% | -9.5% |
| Q4 2020 | $6,114,000 | -0.3% | 118,968 | -0.1% | 1.85% | -15.9% |
| Q3 2020 | $6,130,000 | +8.9% | 119,039 | +9.2% | 2.20% | -12.0% |
| Q2 2020 | $5,629,000 | +6.9% | 109,027 | +7.1% | 2.50% | -7.5% |
| Q1 2020 | $5,268,000 | +4.0% | 101,831 | +1.5% | 2.70% | +14.4% |
| Q4 2019 | $5,064,000 | +45.7% | 100,316 | +46.0% | 2.36% | +13.9% |
| Q3 2019 | $3,476,000 | +2.3% | 68,707 | +2.3% | 2.08% | -1.1% |
| Q2 2019 | $3,397,000 | +5.5% | 67,155 | +4.6% | 2.10% | +1.7% |
| Q1 2019 | $3,221,000 | +4.7% | 64,184 | +4.2% | 2.06% | -5.8% |
| Q4 2018 | $3,075,000 | – | 61,607 | – | 2.19% | – |
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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% |