SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 212 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,973 | -0.4% | 5,700 | 0.0% | 0.05% | +2.0% |
| Q2 2023 | $273,942 | -1.5% | 5,700 | +0.0% | 0.05% | -8.9% |
| Q1 2023 | $278,005 | +1.2% | 5,698 | +0.0% | 0.06% | -6.7% |
| Q4 2022 | $274,823 | -0.1% | 5,697 | 0.0% | 0.06% | -6.2% |
| Q3 2022 | $275,000 | -6.8% | 5,697 | -5.1% | 0.06% | 0.0% |
| Q2 2022 | $295,000 | -6.1% | 6,001 | -5.2% | 0.06% | +8.5% |
| Q1 2022 | $314,000 | -2.8% | 6,331 | -0.4% | 0.06% | 0.0% |
| Q4 2021 | $323,000 | -0.9% | 6,358 | -0.1% | 0.06% | -6.3% |
| Q3 2021 | $326,000 | -1.2% | 6,367 | -1.1% | 0.06% | 0.0% |
| Q2 2021 | $330,000 | -0.3% | 6,437 | -0.2% | 0.06% | -8.7% |
| Q1 2021 | $331,000 | -0.3% | 6,448 | -0.1% | 0.07% | -6.8% |
| Q4 2020 | $332,000 | -1.5% | 6,452 | -1.4% | 0.07% | -12.9% |
| Q3 2020 | $337,000 | -3.2% | 6,541 | -2.9% | 0.08% | -11.5% |
| Q2 2020 | $348,000 | -1.4% | 6,734 | -1.2% | 0.10% | -16.5% |
| Q1 2020 | $353,000 | -6.1% | 6,816 | -8.5% | 0.12% | +18.6% |
| Q4 2019 | $376,000 | -16.6% | 7,447 | -16.4% | 0.10% | -18.5% |
| Q3 2019 | $451,000 | -1.1% | 8,905 | -1.2% | 0.12% | -3.3% |
| Q2 2019 | $456,000 | -1.1% | 9,016 | -1.8% | 0.12% | -4.7% |
| Q1 2019 | $461,000 | +1.1% | 9,184 | +0.5% | 0.13% | -12.8% |
| Q4 2018 | $456,000 | +5.1% | 9,137 | +4.4% | 0.15% | +17.5% |
| Q3 2018 | $434,000 | +199.3% | 8,756 | +201.0% | 0.13% | +193.0% |
| Q2 2018 | $145,000 | +9.0% | 2,909 | +8.9% | 0.04% | +2.4% |
| Q1 2018 | $133,000 | +64.2% | 2,672 | +66.0% | 0.04% | +68.0% |
| Q4 2017 | $81,000 | -13.8% | 1,610 | -13.3% | 0.02% | -19.4% |
| Q3 2017 | $94,000 | +77.4% | 1,857 | +77.0% | 0.03% | +72.2% |
| Q2 2017 | $53,000 | – | 1,049 | – | 0.02% | – |
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% |