SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $714,580 | -0.2% | 14,921 | +0.1% | 0.35% | +3.0% |
| Q2 2023 | $716,094 | +12.2% | 14,900 | +13.9% | 0.34% | -0.9% |
| Q1 2023 | $638,466 | +8.4% | 13,086 | +7.2% | 0.34% | -2.0% |
| Q4 2022 | $588,866 | -0.2% | 12,207 | -0.1% | 0.35% | -7.7% |
| Q3 2022 | $590,000 | -3.4% | 12,221 | -1.6% | 0.38% | +0.3% |
| Q2 2022 | $611,000 | -1.9% | 12,425 | -1.2% | 0.38% | +9.0% |
| Q1 2022 | $623,000 | +1.1% | 12,573 | +3.8% | 0.34% | +6.8% |
| Q4 2021 | $616,000 | +10.2% | 12,113 | +11.0% | 0.32% | +1.9% |
| Q3 2021 | $559,000 | 0.0% | 10,917 | 0.0% | 0.32% | -2.5% |
| Q2 2021 | $559,000 | -8.5% | 10,917 | -8.3% | 0.32% | -15.8% |
| Q1 2021 | $611,000 | 0.0% | 11,902 | +0.1% | 0.39% | -6.3% |
| Q4 2020 | $611,000 | – | 11,888 | – | 0.41% | – |
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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% |