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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,732,636 | +5.2% | 36,179 | +5.6% | 0.22% | +8.2% |
| Q2 2023 | $1,646,616 | -5.0% | 34,262 | -3.6% | 0.21% | -11.5% |
| Q1 2023 | $1,733,445 | +1.7% | 35,529 | +0.6% | 0.24% | -3.7% |
| Q4 2022 | $1,703,819 | +0.3% | 35,320 | +0.4% | 0.24% | -5.4% |
| Q3 2022 | $1,698,000 | +83.8% | 35,175 | +87.3% | 0.26% | +122.4% |
| Q2 2022 | $924,000 | -5.6% | 18,780 | -5.0% | 0.12% | +3.6% |
| Q1 2022 | $979,000 | -9.0% | 19,768 | -6.6% | 0.11% | -5.1% |
| Q4 2021 | $1,076,000 | -5.8% | 21,160 | -5.1% | 0.12% | -14.5% |
| Q3 2021 | $1,142,000 | -4.8% | 22,300 | -4.8% | 0.14% | -4.8% |
| Q2 2021 | $1,200,000 | +1.5% | 23,427 | +1.7% | 0.14% | -7.6% |
| Q1 2021 | $1,182,000 | -2.7% | 23,029 | -2.6% | 0.16% | -8.2% |
| Q4 2020 | $1,215,000 | -6.9% | 23,648 | -6.6% | 0.17% | -18.2% |
| Q3 2020 | $1,305,000 | +5.2% | 25,332 | +5.4% | 0.21% | -2.3% |
| Q2 2020 | $1,241,000 | -2.1% | 24,042 | -1.8% | 0.21% | -21.3% |
| Q1 2020 | $1,267,000 | -2.3% | 24,495 | -4.7% | 0.27% | +25.3% |
| Q4 2019 | $1,297,000 | -5.8% | 25,694 | -5.6% | 0.22% | -15.9% |
| Q3 2019 | $1,377,000 | -1.9% | 27,221 | -1.9% | 0.26% | -9.8% |
| Q2 2019 | $1,404,000 | +6.0% | 27,757 | +5.2% | 0.29% | +26.0% |
| Q1 2019 | $1,324,000 | -26.4% | 26,378 | -26.9% | 0.23% | -38.8% |
| Q4 2018 | $1,800,000 | -6.5% | 36,069 | -7.2% | 0.37% | +13.8% |
| Q3 2018 | $1,926,000 | -15.5% | 38,853 | -15.2% | 0.33% | -20.5% |
| Q2 2018 | $2,278,000 | -7.7% | 45,802 | -7.5% | 0.41% | -9.5% |
| Q1 2018 | $2,469,000 | +80.4% | 49,541 | +81.1% | 0.45% | +81.2% |
| Q4 2017 | $1,369,000 | – | 27,356 | – | 0.25% | – |
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% |