SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $894,006 | -9.6% | 18,668 | -9.3% | 0.08% | -8.9% |
| Q2 2023 | $988,919 | +73.7% | 20,577 | +76.3% | 0.09% | +60.7% |
| Q1 2023 | $569,346 | +119.9% | 11,669 | +117.4% | 0.06% | +100.0% |
| Q4 2022 | $258,943 | +0.4% | 5,368 | +0.6% | 0.03% | -6.7% |
| Q3 2022 | $258,000 | -51.8% | 5,336 | -50.9% | 0.03% | -49.2% |
| Q2 2022 | $535,000 | -2.0% | 10,868 | -1.5% | 0.06% | +11.3% |
| Q1 2022 | $546,000 | -56.6% | 11,029 | -55.5% | 0.05% | -52.7% |
| Q4 2021 | $1,259,000 | -16.8% | 24,765 | -16.2% | 0.11% | -27.7% |
| Q3 2021 | $1,513,000 | +177.1% | 29,541 | +176.9% | 0.16% | +171.9% |
| Q2 2021 | $546,000 | -0.2% | 10,669 | +0.1% | 0.06% | -29.6% |
| Q1 2021 | $547,000 | -0.2% | 10,663 | +0.0% | 0.08% | -6.9% |
| Q4 2020 | $548,000 | -25.8% | 10,658 | -25.7% | 0.09% | -35.1% |
| Q3 2020 | $739,000 | -18.7% | 14,350 | -18.5% | 0.13% | -25.6% |
| Q2 2020 | $909,000 | +66.5% | 17,614 | +66.9% | 0.18% | +38.5% |
| Q1 2020 | $546,000 | -4.7% | 10,554 | -7.6% | 0.13% | +10.2% |
| Q1 2019 | $573,000 | -4.5% | 11,418 | -4.1% | 0.12% | -7.8% |
| Q3 2017 | $600,000 | +162.0% | 11,909 | +161.8% | 0.13% | +141.5% |
| Q2 2017 | $229,000 | 0.0% | 4,549 | +0.1% | 0.05% | -7.0% |
| Q1 2017 | $229,000 | -0.9% | 4,543 | -0.9% | 0.06% | -10.9% |
| Q4 2016 | $231,000 | -85.8% | 4,586 | -85.7% | 0.06% | -89.5% |
| Q3 2015 | $1,628,000 | +179.7% | 32,037 | +179.2% | 0.61% | +201.0% |
| Q2 2015 | $582,000 | – | 11,473 | – | 0.20% | – |
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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% |