Index Fund Advisors, Inc. - SCHWAB STRATEGIC TR ownership

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
Index Fund Advisors, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$987
-99.9%
20,4520.0%0.07%
-9.2%
Q3 2022$987,000
-6.1%
20,452
-4.3%
0.08%
-5.0%
Q2 2022$1,051,000
-50.4%
21,372
-50.0%
0.08%
-44.4%
Q1 2022$2,118,000
+76.6%
42,744
+81.3%
0.14%
+69.4%
Q4 2021$1,199,00023,5750.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Pacific Sage Partners, LLC 1,348,867$64,597,23219.43%
Morningstar Investment Management LLC 2,068,533$99,06214.82%
Northeast Financial Group, Inc. 364,913$17,475,69410.74%
Greenline Partners, LLC 1,125,630$56,399,76310.63%
United Capital Management of KS, Inc. 589,658$28,238,7389.61%
Altiora Financial Group, LLC 410,283$19,648,4329.12%
Traverso Chambers Private Wealth Management, LLC 629,147$30,129,8308.06%
ASSET PLANNING CORPORATION 208,249$9,973,0277.67%
LOWERY THOMAS, LLC 164,391$7,872,6807.53%
Courage Miller Partners, LLC 360,432$17,261,1037.08%
View complete list of SCHWAB STRATEGIC TR shareholders