SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529,453 | 0.0% | 11,017 | 0.0% | 0.12% | +5.2% |
| Q2 2023 | $529,453 | -3.0% | 11,017 | -1.5% | 0.12% | -12.8% |
| Q1 2023 | $545,563 | +1.2% | 11,182 | +0.1% | 0.13% | +1.5% |
| Q4 2022 | $538,962 | -2.2% | 11,173 | -2.2% | 0.13% | -9.0% |
| Q3 2022 | $551,000 | -6.9% | 11,419 | -4.9% | 0.14% | -0.7% |
| Q2 2022 | $592,000 | -10.0% | 12,013 | -9.6% | 0.14% | +10.7% |
| Q1 2022 | $658,000 | -8.2% | 13,287 | -5.8% | 0.13% | -17.1% |
| Q4 2021 | $717,000 | -13.9% | 14,105 | -13.4% | 0.16% | -19.4% |
| Q3 2021 | $833,000 | -3.4% | 16,280 | -3.3% | 0.20% | -3.9% |
| Q2 2021 | $862,000 | -13.9% | 16,827 | -13.7% | 0.20% | -22.4% |
| Q1 2021 | $1,001,000 | -5.9% | 19,509 | -5.8% | 0.26% | -12.6% |
| Q4 2020 | $1,064,000 | +7.8% | 20,704 | +8.0% | 0.30% | -9.1% |
| Q3 2020 | $987,000 | +218.4% | 19,164 | +218.8% | 0.33% | +224.5% |
| Q2 2020 | $310,000 | -5.5% | 6,011 | -5.1% | 0.10% | -27.7% |
| Q1 2020 | $328,000 | +2.8% | 6,335 | +1.1% | 0.14% | +62.1% |
| Q4 2019 | $319,000 | -29.7% | 6,266 | -30.1% | 0.09% | -29.3% |
| Q3 2019 | $454,000 | -5.4% | 8,968 | -5.4% | 0.12% | -7.5% |
| Q2 2019 | $480,000 | +0.8% | 9,481 | +0.1% | 0.13% | -38.7% |
| Q1 2019 | $476,000 | – | 9,469 | – | 0.22% | – |
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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% |