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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $216,794 | -2.0% | 4,463 | -2.1% | 0.06% | +3.5% |
| Q4 2022 | $221,185 | -30.2% | 4,557 | -30.9% | 0.06% | -27.8% |
| Q3 2022 | $317,000 | +6.4% | 6,591 | +8.7% | 0.08% | +31.7% |
| Q2 2022 | $298,000 | +14.6% | 6,064 | +17.7% | 0.06% | +46.3% |
| Q4 2021 | $260,000 | -28.6% | 5,151 | -27.6% | 0.04% | -29.3% |
| Q3 2021 | $364,000 | -27.2% | 7,115 | -27.2% | 0.06% | -28.4% |
| Q2 2021 | $500,000 | -26.7% | 9,768 | -26.6% | 0.08% | -31.9% |
| Q1 2021 | $682,000 | +35.9% | 13,301 | +35.9% | 0.12% | +26.6% |
| Q4 2020 | $502,000 | – | 9,786 | – | 0.09% | – |
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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% |