SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $460,414 | -36.0% | 9,614 | -35.5% | 0.01% | -77.3% |
| Q4 2022 | $719,451 | -39.3% | 14,914 | -39.3% | 0.02% | -38.9% |
| Q3 2022 | $1,186,000 | +5.6% | 24,570 | +7.6% | 0.04% | -10.0% |
| Q2 2022 | $1,123,000 | +261.1% | 22,835 | +273.4% | 0.04% | +185.7% |
| Q4 2021 | $311,000 | -78.2% | 6,115 | -78.1% | 0.01% | -66.7% |
| Q3 2021 | $1,427,000 | -36.9% | 27,875 | -36.9% | 0.04% | -38.2% |
| Q2 2021 | $2,261,000 | +137.7% | 44,151 | +138.2% | 0.07% | +28.3% |
| Q1 2021 | $951,000 | -37.2% | 18,533 | -37.1% | 0.05% | +47.2% |
| Q4 2020 | $1,514,000 | +216.7% | 29,465 | +217.5% | 0.04% | +260.0% |
| Q3 2020 | $478,000 | -12.3% | 9,279 | -12.1% | 0.01% | -16.7% |
| Q2 2020 | $545,000 | -64.0% | 10,559 | -63.9% | 0.01% | -64.7% |
| Q1 2020 | $1,514,000 | +155.7% | 29,264 | +150.1% | 0.03% | +466.7% |
| Q2 2019 | $592,000 | -11.5% | 11,701 | -12.3% | 0.01% | 0.0% |
| Q1 2019 | $669,000 | +181.1% | 13,337 | +180.0% | 0.01% | +100.0% |
| Q4 2018 | $238,000 | -72.5% | 4,764 | -72.2% | 0.00% | -98.2% |
| Q2 2017 | $864,000 | +267.7% | 17,131 | +268.2% | 0.16% | +256.5% |
| Q1 2017 | $235,000 | -33.2% | 4,653 | -32.8% | 0.05% | -61.7% |
| Q3 2016 | $352,000 | – | 6,926 | – | 0.12% | – |
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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% |