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 | $617,639 | -73.9% | 12,897 | -73.8% | 0.20% | -55.9% |
| Q2 2023 | $2,366,435 | -19.9% | 49,239 | -18.6% | 0.46% | -23.2% |
| Q1 2023 | $2,952,732 | -9.7% | 60,519 | -10.7% | 0.60% | -14.0% |
| Q4 2022 | $3,270,515 | +1.9% | 67,797 | +1.9% | 0.70% | -6.5% |
| Q3 2022 | $3,210,000 | -29.5% | 66,520 | -28.1% | 0.75% | -19.2% |
| Q2 2022 | $4,552,000 | -50.5% | 92,536 | -50.2% | 0.93% | -39.6% |
| Q1 2022 | $9,197,000 | -3.0% | 185,642 | -0.4% | 1.54% | +1.4% |
| Q4 2021 | $9,480,000 | +10.6% | 186,438 | +11.3% | 1.52% | -31.1% |
| Q3 2021 | $8,572,000 | -7.9% | 167,455 | -7.8% | 2.20% | -8.4% |
| Q2 2021 | $9,303,000 | +15.2% | 181,633 | +15.4% | 2.40% | -13.1% |
| Q1 2021 | $8,078,000 | +38.4% | 157,429 | +38.7% | 2.76% | +124.6% |
| Q4 2020 | $5,835,000 | +74.6% | 113,541 | +75.0% | 1.23% | -17.2% |
| Q3 2020 | $3,342,000 | +35.3% | 64,888 | +35.6% | 1.48% | +15.0% |
| Q2 2020 | $2,470,000 | +0.2% | 47,844 | +0.4% | 1.29% | -20.1% |
| Q1 2020 | $2,466,000 | +156.9% | 47,669 | +150.7% | 1.62% | +166.1% |
| Q4 2019 | $960,000 | – | 19,018 | – | 0.61% | – |
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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% |