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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $80,000 | +15.9% | 1,620 | +18.9% | 0.02% | +64.3% |
| Q4 2021 | $69,000 | -86.7% | 1,362 | -86.5% | 0.01% | -87.8% |
| Q3 2021 | $518,000 | +15.6% | 10,113 | +15.7% | 0.12% | +17.3% |
| Q2 2021 | $448,000 | +110.3% | 8,742 | +110.2% | 0.10% | +96.0% |
| Q1 2021 | $213,000 | – | 4,158 | – | 0.05% | – |
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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% |