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 | $1,340 | -0.4% | 28 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,345 | -1.5% | 28 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,366 | +1.1% | 28 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,351 | -97.0% | 28 | -97.0% | 0.00% | -97.1% |
| Q3 2022 | $45,000 | -2.2% | 929 | +0.4% | 0.04% | +6.1% |
| Q2 2022 | $46,000 | 0.0% | 925 | 0.0% | 0.03% | +17.9% |
| Q1 2022 | $46,000 | -75.0% | 925 | -74.4% | 0.03% | -74.1% |
| Q4 2021 | $184,000 | -0.5% | 3,618 | 0.0% | 0.11% | -4.4% |
| Q3 2021 | $185,000 | 0.0% | 3,618 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $185,000 | -16.7% | 3,618 | -16.2% | 0.11% | -18.1% |
| Q1 2021 | $222,000 | -14.0% | 4,318 | -14.0% | 0.14% | -12.7% |
| Q4 2020 | $258,000 | -0.4% | 5,021 | 0.0% | 0.16% | -12.7% |
| Q3 2020 | $259,000 | +12.6% | 5,021 | +12.8% | 0.18% | -23.3% |
| Q2 2020 | $230,000 | 0.0% | 4,452 | 0.0% | 0.24% | -1.3% |
| Q1 2020 | $230,000 | +79.7% | 4,452 | +75.8% | 0.24% | +141.4% |
| Q4 2019 | $128,000 | – | 2,532 | – | 0.10% | – |
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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% |