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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,598 | -78.2% | 4,669 | -78.1% | 0.33% | -17.6% |
| Q4 2022 | $1,026,499 | -29.1% | 21,279 | -27.2% | 0.40% | -7.7% |
| Q1 2022 | $1,447,000 | +9.8% | 29,212 | +12.6% | 0.43% | +22.2% |
| Q4 2021 | $1,318,000 | -3.2% | 25,936 | -2.5% | 0.35% | +18.1% |
| Q3 2021 | $1,361,000 | +0.9% | 26,600 | +1.0% | 0.30% | +16.4% |
| Q2 2021 | $1,349,000 | +10.3% | 26,344 | +10.5% | 0.26% | +7.6% |
| Q1 2021 | $1,223,000 | +1.7% | 23,835 | +1.9% | 0.24% | +10.7% |
| Q4 2020 | $1,202,000 | +3.2% | 23,396 | +3.4% | 0.22% | -10.0% |
| Q3 2020 | $1,165,000 | +1.2% | 22,622 | +1.5% | 0.24% | -4.8% |
| Q2 2020 | $1,151,000 | +0.1% | 22,295 | +0.3% | 0.25% | -11.9% |
| Q1 2020 | $1,150,000 | +0.8% | 22,225 | -1.7% | 0.28% | +24.5% |
| Q4 2019 | $1,141,000 | +8.4% | 22,612 | +8.6% | 0.23% | -2.1% |
| Q3 2019 | $1,053,000 | +19.8% | 20,822 | +19.8% | 0.23% | -5.6% |
| Q2 2019 | $879,000 | +56.4% | 17,381 | +55.1% | 0.25% | +45.0% |
| Q1 2019 | $562,000 | +7.5% | 11,204 | +7.0% | 0.17% | -10.9% |
| Q4 2018 | $523,000 | +39.5% | 10,472 | +38.4% | 0.19% | +74.5% |
| Q3 2018 | $375,000 | -0.3% | 7,569 | -0.1% | 0.11% | +0.9% |
| Q2 2018 | $376,000 | -9.6% | 7,573 | -9.3% | 0.11% | -9.2% |
| Q1 2018 | $416,000 | +261.7% | 8,347 | +260.9% | 0.12% | +313.8% |
| Q4 2017 | $115,000 | – | 2,313 | – | 0.03% | – |
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% |