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 | $718,670 | +1.9% | 15,038 | +2.5% | 0.32% | +1.9% |
| Q2 2023 | $705,088 | -3.3% | 14,671 | -1.8% | 0.31% | -7.2% |
| Q1 2023 | $728,828 | +0.9% | 14,935 | -0.1% | 0.33% | -4.3% |
| Q4 2022 | $722,129 | -47.4% | 14,954 | -47.5% | 0.35% | -48.3% |
| Q3 2022 | $1,373,000 | -7.4% | 28,498 | -5.7% | 0.68% | +4.5% |
| Q2 2022 | $1,483,000 | -2.0% | 30,224 | -1.4% | 0.65% | +8.9% |
| Q1 2022 | $1,514,000 | -44.4% | 30,649 | -42.8% | 0.59% | -39.6% |
| Q4 2021 | $2,722,000 | +14.4% | 53,584 | +15.2% | 0.98% | +4.1% |
| Q3 2021 | $2,380,000 | – | 46,494 | – | 0.94% | – |
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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% |