SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $7,000 | -12.5% | 149 | 0.0% | 0.00% | -100.0% |
Q4 2021 | $8,000 | -86.4% | 149 | -87.0% | 0.00% | -66.7% |
Q3 2021 | $59,000 | +637.5% | 1,150 | +671.8% | 0.00% | – |
Q2 2021 | $8,000 | 0.0% | 149 | 0.0% | 0.00% | – |
Q1 2021 | $8,000 | 0.0% | 149 | 0.0% | 0.00% | -100.0% |
Q4 2020 | $8,000 | 0.0% | 149 | 0.0% | 0.00% | +100.0% |
Q3 2020 | $8,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $8,000 | – | 149 | +3625.0% | 0.00% | – |
Q1 2020 | $0 | – | 4 | – | 0.00% | – |
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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% |