SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 343 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,852 | -99.6% | 37,955 | +263.8% | 0.00% | – |
Q3 2022 | $504,000 | 0.0% | 10,434 | +6.1% | 0.00% | – |
Q2 2021 | $504,000 | -80.1% | 9,836 | -80.1% | 0.00% | -100.0% |
Q1 2021 | $2,534,000 | -43.5% | 49,390 | -43.4% | 0.00% | -33.3% |
Q4 2020 | $4,486,000 | -32.6% | 87,299 | -32.5% | 0.00% | -62.5% |
Q3 2020 | $6,657,000 | +350.1% | 129,253 | +351.3% | 0.01% | +300.0% |
Q2 2020 | $1,479,000 | +3.4% | 28,643 | +1.1% | 0.00% | 0.0% |
Q4 2019 | $1,430,000 | -78.8% | 28,319 | -78.7% | 0.00% | -81.8% |
Q3 2019 | $6,736,000 | +57.6% | 133,152 | +57.6% | 0.01% | +83.3% |
Q2 2019 | $4,274,000 | +65.1% | 84,484 | +63.8% | 0.01% | +50.0% |
Q1 2019 | $2,589,000 | +449.7% | 51,580 | +446.1% | 0.00% | +300.0% |
Q4 2018 | $471,000 | – | 9,446 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
IFS Advisors, LLC | 372,342 | $17,961,794 | 31.05% |
Pacific Sage Partners, LLC | 1,344,960 | $64,880,858 | 21.54% |
COLTON GROOME FINANCIAL ADVISORS, LLC | 701,340 | $33,832,642 | 16.59% |
Edgehill Endowment Partners, LLC | 1,334,197 | $64,361,666 | 14.01% |
Mount Lucas Management LP | 744,029 | $35,891,959 | 11.76% |
Altiora Financial Group, LLC | 435,348 | $21,001,179 | 10.48% |
Northeast Financial Group, Inc. | 273,143 | $13,176,396 | 10.44% |
FLC Capital Advisors | 683,931 | $32,992,831 | 10.26% |
United Capital Management of KS, Inc. | 480,057 | $23,157,943 | 9.56% |
Passive Capital Management, LLC. | 428,577 | $20,674,561 | 9.41% |