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 | $2,928,788 | -22.5% | 61,156 | -22.3% | 0.01% | -26.7% |
| Q2 2023 | $3,781,275 | +123713.9% | 78,678 | +25.7% | 0.02% | +15.4% |
| Q1 2023 | $3,054 | +462.4% | 62,597 | +455.8% | 0.01% | +333.3% |
| Q4 2022 | $543 | -99.9% | 11,263 | +10.8% | 0.00% | 0.0% |
| Q3 2022 | $490,000 | +2.1% | 10,165 | +4.1% | 0.00% | 0.0% |
| Q2 2022 | $480,000 | +21.2% | 9,767 | +22.1% | 0.00% | +50.0% |
| Q1 2022 | $396,000 | -19.8% | 7,997 | -17.7% | 0.00% | 0.0% |
| Q4 2021 | $494,000 | -13.3% | 9,716 | -12.7% | 0.00% | -33.3% |
| Q3 2021 | $570,000 | +16.8% | 11,135 | +16.9% | 0.00% | 0.0% |
| Q2 2021 | $488,000 | -0.6% | 9,529 | -0.4% | 0.00% | 0.0% |
| Q1 2021 | $491,000 | +37.9% | 9,571 | +38.0% | 0.00% | 0.0% |
| Q4 2020 | $356,000 | +2.0% | 6,937 | +2.3% | 0.00% | 0.0% |
| Q3 2020 | $349,000 | +206.1% | 6,784 | +206.1% | 0.00% | +200.0% |
| Q2 2020 | $114,000 | -37.7% | 2,216 | -37.2% | 0.00% | -50.0% |
| Q1 2020 | $183,000 | -54.9% | 3,530 | -56.1% | 0.00% | -60.0% |
| Q4 2019 | $406,000 | +3.3% | 8,042 | +3.5% | 0.01% | 0.0% |
| Q3 2019 | $393,000 | -33.8% | 7,769 | -33.9% | 0.01% | -37.5% |
| Q2 2019 | $594,000 | -2.5% | 11,750 | -3.1% | 0.01% | -11.1% |
| Q1 2019 | $609,000 | – | 12,132 | – | 0.01% | – |
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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% |