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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,426 | -23.3% | 4,420 | -18.3% | 0.11% | +24.7% |
| Q3 2021 | $277,000 | -25.9% | 5,410 | -26.0% | 0.08% | -24.1% |
| Q2 2021 | $374,000 | -0.3% | 7,310 | 0.0% | 0.11% | -3.4% |
| Q1 2021 | $375,000 | -0.3% | 7,310 | 0.0% | 0.12% | -13.4% |
| Q4 2020 | $376,000 | 0.0% | 7,310 | 0.0% | 0.13% | -15.2% |
| Q3 2020 | $376,000 | -15.3% | 7,310 | -15.0% | 0.16% | -31.0% |
| Q2 2020 | $444,000 | -51.5% | 8,600 | -51.4% | 0.23% | -73.8% |
| Q1 2020 | $916,000 | +1.3% | 17,700 | -1.1% | 0.87% | +75.5% |
| Q4 2019 | $904,000 | -2.4% | 17,900 | -2.2% | 0.50% | -16.0% |
| Q3 2019 | $926,000 | -1.2% | 18,300 | -1.2% | 0.59% | +0.9% |
| Q2 2019 | $937,000 | -0.8% | 18,530 | -1.6% | 0.59% | -7.5% |
| Q1 2019 | $945,000 | +9.2% | 18,830 | +8.6% | 0.64% | -7.3% |
| Q4 2018 | $865,000 | -0.5% | 17,340 | -1.1% | 0.69% | +32.4% |
| Q3 2018 | $869,000 | -13.5% | 17,540 | -13.2% | 0.52% | -41.8% |
| Q2 2018 | $1,005,000 | -0.9% | 20,215 | -1.0% | 0.89% | -0.2% |
| Q1 2018 | $1,014,000 | -2.8% | 20,415 | -2.1% | 0.89% | +11.9% |
| Q4 2017 | $1,043,000 | +22.7% | 20,855 | +23.6% | 0.80% | +9.5% |
| Q3 2017 | $850,000 | +0.4% | 16,874 | +0.5% | 0.73% | -6.9% |
| Q2 2017 | $847,000 | +4.2% | 16,793 | +4.3% | 0.78% | +4.7% |
| Q1 2017 | $813,000 | -3.1% | 16,102 | -3.2% | 0.75% | -8.0% |
| Q4 2016 | $839,000 | -53.3% | 16,636 | -53.0% | 0.81% | -58.2% |
| Q3 2016 | $1,798,000 | +16.3% | 35,406 | +16.7% | 1.94% | +6.4% |
| Q2 2016 | $1,546,000 | +5.8% | 30,340 | +5.5% | 1.83% | -0.3% |
| Q1 2016 | $1,461,000 | – | 28,765 | – | 1.83% | – |
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% |