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 2022 | $36,307,000 | +1.4% | 752,328 | +3.4% | 15.42% | +2.6% |
| Q2 2022 | $35,794,000 | -7.4% | 727,670 | -6.7% | 15.02% | -21.4% |
| Q1 2022 | $38,646,000 | +4.9% | 780,087 | +7.7% | 19.10% | +6.7% |
| Q4 2021 | $36,824,000 | +7.7% | 724,182 | +8.5% | 17.91% | -1.1% |
| Q3 2021 | $34,177,000 | +4.0% | 667,653 | +4.1% | 18.11% | +3.1% |
| Q2 2021 | $32,855,000 | +5.1% | 641,458 | +5.2% | 17.56% | -3.1% |
| Q1 2021 | $31,273,000 | +5.4% | 609,500 | +5.6% | 18.13% | +2.5% |
| Q4 2020 | $29,660,000 | +3.2% | 577,166 | +3.4% | 17.69% | -5.7% |
| Q3 2020 | $28,746,000 | +3.0% | 558,188 | +3.3% | 18.76% | +8.3% |
| Q2 2020 | $27,909,000 | +1.1% | 540,559 | +1.3% | 17.32% | +20.3% |
| Q1 2020 | $27,611,000 | – | 533,746 | – | 14.40% | – |
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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% |