SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $133 | -99.9% | 2,758 | +0.8% | 0.08% | -7.7% |
| Q3 2022 | $132,000 | -1.5% | 2,737 | +0.3% | 0.09% | 0.0% |
| Q2 2022 | $134,000 | -0.7% | 2,728 | +0.2% | 0.09% | +12.3% |
| Q1 2022 | $135,000 | -2.2% | 2,723 | +0.1% | 0.08% | +2.5% |
| Q4 2021 | $138,000 | -0.7% | 2,721 | +0.1% | 0.08% | -7.1% |
| Q3 2021 | $139,000 | 0.0% | 2,719 | +0.2% | 0.08% | -2.3% |
| Q2 2021 | $139,000 | 0.0% | 2,713 | 0.0% | 0.09% | -6.5% |
| Q1 2021 | $139,000 | 0.0% | 2,713 | +0.1% | 0.09% | -7.9% |
| Q4 2020 | $139,000 | 0.0% | 2,710 | +0.3% | 0.10% | -16.5% |
| Q3 2020 | $139,000 | 0.0% | 2,703 | +0.3% | 0.12% | -4.0% |
| Q2 2020 | $139,000 | 0.0% | 2,695 | +0.4% | 0.13% | -9.4% |
| Q1 2020 | $139,000 | +3.0% | 2,685 | +0.3% | 0.14% | +35.0% |
| Q4 2019 | $135,000 | +0.7% | 2,676 | +0.7% | 0.10% | -6.4% |
| Q3 2019 | $134,000 | 0.0% | 2,657 | +0.6% | 0.11% | -2.7% |
| Q2 2019 | $134,000 | +1.5% | 2,642 | +0.6% | 0.11% | 0.0% |
| Q1 2019 | $132,000 | +0.8% | 2,626 | +0.4% | 0.11% | -11.0% |
| Q4 2018 | $131,000 | +1.6% | 2,616 | +0.7% | 0.13% | +12.4% |
| Q3 2018 | $129,000 | +5.7% | 2,598 | +6.1% | 0.11% | +2.7% |
| Q2 2018 | $122,000 | 0.0% | 2,449 | +0.4% | 0.11% | -0.9% |
| Q1 2018 | $122,000 | +7.0% | 2,440 | +7.5% | 0.11% | +15.6% |
| Q4 2017 | $114,000 | – | 2,270 | – | 0.10% | – |
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% |