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 | $200,184 | -33.2% | 4,180 | -33.0% | 0.03% | -29.8% |
| Q2 2023 | $299,732 | -1.2% | 6,237 | +0.4% | 0.05% | -7.8% |
| Q1 2023 | $303,252 | +1.3% | 6,215 | +0.2% | 0.05% | -3.8% |
| Q4 2022 | $299,261 | +0.1% | 6,204 | +0.3% | 0.05% | -10.2% |
| Q3 2022 | $299,000 | -1.6% | 6,186 | +0.1% | 0.06% | +1.7% |
| Q2 2022 | $304,000 | -0.7% | 6,178 | +0.1% | 0.06% | +13.7% |
| Q1 2022 | $306,000 | -2.5% | 6,174 | +0.0% | 0.05% | +6.2% |
| Q4 2021 | $314,000 | -0.6% | 6,173 | +0.0% | 0.05% | -12.7% |
| Q3 2021 | $316,000 | +18.4% | 6,170 | +18.7% | 0.06% | +10.0% |
| Q1 2021 | $267,000 | -23.3% | 5,196 | -23.3% | 0.05% | -28.6% |
| Q4 2020 | $348,000 | -11.0% | 6,778 | -10.8% | 0.07% | -18.6% |
| Q3 2020 | $391,000 | -11.7% | 7,599 | -11.5% | 0.09% | -13.1% |
| Q2 2020 | $443,000 | -4.5% | 8,584 | -4.4% | 0.10% | -9.2% |
| Q1 2020 | $464,000 | -17.6% | 8,975 | -19.5% | 0.11% | +3.8% |
| Q4 2019 | $563,000 | +0.2% | 11,144 | +0.1% | 0.10% | -4.5% |
| Q3 2019 | $562,000 | -39.2% | 11,137 | -39.2% | 0.11% | -39.9% |
| Q2 2019 | $924,000 | +148.4% | 18,309 | +145.9% | 0.18% | +150.7% |
| Q1 2019 | $372,000 | +17.4% | 7,447 | +17.2% | 0.07% | +5.8% |
| Q4 2018 | $317,000 | – | 6,354 | – | 0.07% | – |
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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% |