SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $391,536 | +31.6% | 8,176 | +32.0% | 0.05% | +31.4% |
| Q2 2023 | $297,622 | +103.4% | 6,193 | +106.4% | 0.04% | +84.2% |
| Q1 2023 | $146,359 | -6.1% | 3,000 | -7.1% | 0.02% | -17.4% |
| Q4 2022 | $155,858 | -60.4% | 3,231 | -60.4% | 0.02% | -64.1% |
| Q3 2022 | $394,000 | +2.3% | 8,164 | +4.3% | 0.06% | +1.6% |
| Q2 2022 | $385,000 | -90.5% | 7,829 | -90.4% | 0.06% | -89.8% |
| Q1 2022 | $4,044,000 | -71.6% | 81,634 | -70.9% | 0.62% | -71.4% |
| Q4 2021 | $14,259,000 | +8.5% | 280,410 | +9.3% | 2.15% | -1.1% |
| Q3 2021 | $13,138,000 | +9.8% | 256,658 | +9.9% | 2.17% | +4.7% |
| Q2 2021 | $11,967,000 | +45.7% | 233,630 | +46.0% | 2.08% | +29.3% |
| Q1 2021 | $8,212,000 | +30.4% | 160,042 | +30.6% | 1.60% | +19.2% |
| Q4 2020 | $6,299,000 | +38.3% | 122,582 | +38.6% | 1.35% | +19.6% |
| Q3 2020 | $4,555,000 | +1239.7% | 88,450 | +1243.2% | 1.12% | +992.2% |
| Q2 2020 | $340,000 | – | 6,585 | +329150.0% | 0.10% | – |
| Q2 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 2 | -87.5% | 0.00% | -100.0% |
| Q2 2017 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $1,000 | – | 16 | – | 0.00% | – |
Download | ||||||
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% |