SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $244,000 | +13.5% | 5,056 | +15.9% | 0.02% | +14.3% |
| Q2 2022 | $215,000 | -8.5% | 4,363 | -8.2% | 0.02% | +10.5% |
| Q1 2022 | $235,000 | -85.5% | 4,753 | -85.1% | 0.02% | -84.4% |
| Q4 2021 | $1,618,000 | 0.0% | 31,824 | +0.7% | 0.12% | -10.3% |
| Q3 2021 | $1,618,000 | -6.8% | 31,609 | -6.7% | 0.14% | -6.8% |
| Q2 2021 | $1,736,000 | -4.1% | 33,894 | -4.0% | 0.15% | -18.4% |
| Q1 2021 | $1,811,000 | -4.6% | 35,301 | -4.5% | 0.18% | -10.5% |
| Q4 2020 | $1,899,000 | -4.7% | 36,953 | -4.5% | 0.20% | -27.5% |
| Q3 2020 | $1,993,000 | +4.2% | 38,694 | +4.4% | 0.28% | -2.5% |
| Q2 2020 | $1,913,000 | +710.6% | 37,049 | +710.3% | 0.28% | +502.1% |
| Q1 2020 | $236,000 | +2.2% | 4,572 | +0.1% | 0.05% | +46.9% |
| Q4 2019 | $231,000 | 0.0% | 4,569 | +0.1% | 0.03% | -11.1% |
| Q3 2019 | $231,000 | -35.8% | 4,565 | -35.9% | 0.04% | -36.8% |
| Q2 2019 | $360,000 | -94.9% | 7,122 | +1895.0% | 0.06% | +35.7% |
| Q1 2019 | $7,122,000 | +101642.9% | 357 | +0.6% | 0.04% | -16.0% |
| Q4 2018 | $7,000 | -97.7% | 355 | +5816.7% | 0.05% | -10.7% |
| Q3 2018 | $311,000 | -5.5% | 6 | -99.9% | 0.06% | +24.4% |
| Q2 2018 | $329,000 | +5.4% | 6,609 | +5.5% | 0.04% | -38.4% |
| Q1 2018 | $312,000 | – | 6,262 | – | 0.07% | – |
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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% |