SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,374 | -22.4% | 4,894 | -22.1% | 0.00% | -33.3% |
| Q2 2023 | $301,865 | -15.1% | 6,281 | -13.8% | 0.00% | -25.0% |
| Q1 2023 | $355,548 | -44.1% | 7,288 | -44.7% | 0.00% | -33.3% |
| Q4 2022 | $635,851 | -99.9% | 13,181 | -39.1% | 0.01% | 0.0% |
| Q3 2022 | $523,523,000 | +4757.3% | 21,656 | -90.1% | 0.01% | -94.6% |
| Q2 2022 | $10,778,000 | +581.3% | 219,118 | +586.3% | 0.11% | +593.8% |
| Q1 2022 | $1,582,000 | +40.9% | 31,926 | +44.6% | 0.02% | +45.5% |
| Q4 2021 | $1,123,000 | -47.7% | 22,081 | -47.3% | 0.01% | -47.6% |
| Q3 2021 | $2,147,000 | +87.3% | 41,932 | +87.4% | 0.02% | +61.5% |
| Q2 2021 | $1,146,000 | +5.3% | 22,370 | +5.5% | 0.01% | -7.1% |
| Q1 2021 | $1,088,000 | -56.7% | 21,213 | -56.6% | 0.01% | -51.7% |
| Q4 2020 | $2,511,000 | -99.6% | 48,864 | +292.4% | 0.03% | +141.7% |
| Q3 2020 | $641,000,000 | – | 12,453 | – | 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% |