SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $288,968 | -0.4% | 6,034 | 0.0% | 0.10% | +5.3% |
Q2 2023 | $289,994 | +94980.0% | 6,034 | -3.6% | 0.10% | -8.7% |
Q1 2023 | $305 | -7.6% | 6,260 | -8.6% | 0.10% | -8.8% |
Q4 2022 | $330 | -99.9% | 6,848 | 0.0% | 0.11% | -7.3% |
Q3 2022 | $330,000 | +7.5% | 6,848 | +9.6% | 0.12% | +17.1% |
Q2 2022 | $307,000 | -1.6% | 6,248 | -0.6% | 0.10% | +12.9% |
Q1 2022 | $312,000 | -1.9% | 6,288 | +0.4% | 0.09% | +3.3% |
Q4 2021 | $318,000 | +2.6% | 6,263 | +3.3% | 0.09% | -1.1% |
Q3 2021 | $310,000 | -0.3% | 6,063 | 0.0% | 0.09% | +1.1% |
Q2 2021 | $311,000 | -1.3% | 6,063 | -1.2% | 0.09% | -8.2% |
Q1 2021 | $315,000 | 0.0% | 6,138 | 0.0% | 0.10% | -9.3% |
Q4 2020 | $315,000 | -0.3% | 6,138 | 0.0% | 0.11% | -22.9% |
Q3 2020 | $316,000 | -6.5% | 6,138 | -6.3% | 0.14% | -10.8% |
Q2 2020 | $338,000 | -2.3% | 6,548 | -2.2% | 0.16% | -23.4% |
Q1 2020 | $346,000 | -0.3% | 6,698 | -2.7% | 0.20% | +45.4% |
Q4 2019 | $347,000 | +18.4% | 6,883 | +18.8% | 0.14% | +6.8% |
Q3 2019 | $293,000 | +3.5% | 5,793 | +3.6% | 0.13% | +2.3% |
Q2 2019 | $283,000 | +2.2% | 5,593 | +1.4% | 0.13% | -0.8% |
Q1 2019 | $277,000 | +24.8% | 5,518 | +24.2% | 0.13% | +14.0% |
Q4 2018 | $222,000 | +0.9% | 4,443 | 0.0% | 0.11% | +16.3% |
Q3 2018 | $220,000 | -4.8% | 4,443 | -4.3% | 0.10% | -10.1% |
Q2 2018 | $231,000 | 0.0% | 4,643 | 0.0% | 0.11% | -4.4% |
Q1 2018 | $231,000 | +12.7% | 4,643 | +13.4% | 0.11% | +18.8% |
Q4 2017 | $205,000 | +2.0% | 4,093 | +2.8% | 0.10% | +2.1% |
Q3 2017 | $201,000 | 0.0% | 3,983 | 0.0% | 0.09% | 0.0% |
Q2 2017 | $201,000 | 0.0% | 3,983 | 0.0% | 0.09% | -7.8% |
Q1 2017 | $201,000 | -0.5% | 3,983 | -0.8% | 0.10% | -1.9% |
Q4 2016 | $202,000 | -0.5% | 4,014 | +0.3% | 0.10% | -1.9% |
Q3 2016 | $203,000 | – | 4,003 | – | 0.11% | – |
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% |