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 | $60,981 | -37.5% | 1,273 | -37.3% | 0.03% | -28.9% |
| Q2 2023 | $97,600 | +41.5% | 2,031 | +43.7% | 0.04% | +11.8% |
| Q1 2023 | $68,952 | -6.3% | 1,413 | -7.4% | 0.03% | 0.0% |
| Q4 2022 | $73,612 | +0.8% | 1,526 | +0.4% | 0.03% | -8.1% |
| Q3 2022 | $73,000 | -2.7% | 1,520 | +0.3% | 0.04% | -2.6% |
| Q2 2022 | $75,000 | 0.0% | 1,516 | +0.1% | 0.04% | +15.2% |
| Q1 2022 | $75,000 | -2.6% | 1,515 | +0.1% | 0.03% | +6.5% |
| Q4 2021 | $77,000 | +18.5% | 1,514 | +18.6% | 0.03% | +3.3% |
| Q3 2021 | $65,000 | +47.7% | 1,277 | +47.3% | 0.03% | +50.0% |
| Q2 2021 | $44,000 | 0.0% | 867 | 0.0% | 0.02% | -9.1% |
| Q1 2021 | $44,000 | – | 867 | – | 0.02% | – |
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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% |