SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $279,773 | -0.4% | 5,842 | 0.0% | 0.15% | +3.5% |
Q2 2023 | $280,767 | -2.1% | 5,842 | -0.6% | 0.14% | -3.4% |
Q1 2023 | $286,739 | +1.1% | 5,877 | 0.0% | 0.15% | +3.5% |
Q4 2022 | $283,506 | -0.2% | 5,877 | 0.0% | 0.14% | -9.6% |
Q3 2022 | $284,000 | -4.4% | 5,877 | -2.7% | 0.16% | +4.0% |
Q2 2022 | $297,000 | -1.0% | 6,042 | -0.2% | 0.15% | +11.1% |
Q1 2022 | $300,000 | -3.2% | 6,057 | -0.6% | 0.14% | -2.2% |
Q4 2021 | $310,000 | -1.3% | 6,092 | -0.8% | 0.14% | -11.0% |
Q3 2021 | $314,000 | 0.0% | 6,142 | +0.2% | 0.16% | +4.0% |
Q2 2021 | $314,000 | 0.0% | 6,127 | 0.0% | 0.15% | -2.6% |
Q1 2021 | $314,000 | -15.1% | 6,127 | -14.9% | 0.15% | -22.3% |
Q4 2020 | $370,000 | -1.3% | 7,202 | -1.2% | 0.20% | -10.5% |
Q3 2020 | $375,000 | +0.5% | 7,291 | +1.0% | 0.22% | -4.8% |
Q2 2020 | $373,000 | +60.8% | 7,221 | +61.2% | 0.23% | +48.1% |
Q1 2020 | $232,000 | +14.9% | 4,480 | +11.7% | 0.16% | +51.5% |
Q4 2019 | $202,000 | -0.5% | 4,010 | 0.0% | 0.10% | -3.7% |
Q3 2019 | $203,000 | – | 4,010 | – | 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% |