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 | $811,600 | -3.8% | 16,947 | -3.5% | 0.08% | +18.5% |
| Q2 2023 | $843,952 | +11.1% | 17,560 | +12.8% | 0.06% | +1.6% |
| Q1 2023 | $759,413 | +92173.8% | 15,565 | -8.7% | 0.06% | -13.5% |
| Q4 2022 | $823 | -99.9% | 17,057 | +5.4% | 0.07% | -5.1% |
| Q3 2022 | $781,000 | -51.9% | 16,177 | -51.0% | 0.08% | -51.9% |
| Q2 2022 | $1,623,000 | +1.1% | 32,994 | +4.5% | 0.16% | +27.6% |
| Q1 2022 | $1,606,000 | 0.0% | 31,581 | 0.0% | 0.13% | 0.0% |
| Q4 2021 | $1,606,000 | -52.0% | 31,581 | -51.6% | 0.13% | -57.5% |
| Q3 2021 | $3,343,000 | -43.7% | 65,307 | -43.7% | 0.30% | -43.9% |
| Q2 2021 | $5,937,000 | -32.6% | 115,914 | -32.5% | 0.53% | -38.2% |
| Q1 2021 | $8,807,000 | -6.6% | 171,639 | -6.5% | 0.86% | -15.1% |
| Q4 2020 | $9,431,000 | -2.5% | 183,519 | -2.3% | 1.02% | -18.2% |
| Q3 2020 | $9,671,000 | -28.8% | 187,784 | -28.6% | 1.24% | -34.8% |
| Q2 2020 | $13,585,000 | – | 263,123 | – | 1.90% | – |
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% |