SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $69,526 | +1.1% | 1,425 | 0.0% | 0.00% | -20.0% |
Q4 2022 | $68,742 | -0.4% | 1,425 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $69,000 | -13.8% | 1,425 | -12.0% | 0.01% | -16.7% |
Q2 2022 | $80,000 | +12.7% | 1,619 | +13.6% | 0.01% | +20.0% |
Q1 2022 | $71,000 | -79.3% | 1,425 | -78.7% | 0.01% | -83.3% |
Q1 2021 | $343,000 | -0.3% | 6,690 | 0.0% | 0.03% | -9.1% |
Q4 2020 | $344,000 | -17.9% | 6,690 | -17.8% | 0.03% | -29.8% |
Q3 2020 | $419,000 | -29.1% | 8,135 | -28.9% | 0.05% | -35.6% |
Q2 2020 | $591,000 | -1.3% | 11,445 | -3.5% | 0.07% | +14.1% |
Q4 2019 | $599,000 | -5.1% | 11,865 | -4.8% | 0.06% | -17.9% |
Q3 2019 | $631,000 | -3.1% | 12,468 | -3.1% | 0.08% | -1.3% |
Q2 2019 | $651,000 | +1.2% | 12,870 | +0.4% | 0.08% | -4.8% |
Q1 2019 | $643,000 | -12.6% | 12,814 | -13.1% | 0.08% | -25.2% |
Q4 2018 | $736,000 | -39.1% | 14,749 | -39.5% | 0.11% | -31.1% |
Q3 2018 | $1,208,000 | -52.7% | 24,374 | -52.5% | 0.16% | -55.2% |
Q2 2018 | $2,554,000 | -11.3% | 51,341 | -11.1% | 0.36% | -12.0% |
Q1 2018 | $2,879,000 | -1.1% | 57,755 | -0.7% | 0.41% | -1.2% |
Q4 2017 | $2,910,000 | -19.5% | 58,159 | -18.9% | 0.41% | -24.6% |
Q3 2017 | $3,616,000 | -12.2% | 71,751 | -12.1% | 0.55% | -16.1% |
Q2 2017 | $4,118,000 | +19.9% | 81,665 | +20.0% | 0.65% | +10.9% |
Q1 2017 | $3,435,000 | +197.9% | 68,079 | +197.7% | 0.59% | +174.0% |
Q4 2016 | $1,153,000 | – | 22,868 | – | 0.22% | – |
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% |