SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $627,391 | -70.6% | 12,859 | -70.9% | 0.00% | -66.7% |
| Q4 2022 | $2,133,125 | -55.5% | 44,219 | -54.6% | 0.00% | -57.1% |
| Q2 2022 | $4,794,000 | -8.1% | 97,453 | -7.5% | 0.01% | +40.0% |
| Q1 2022 | $5,217,000 | +311.4% | 105,311 | +322.4% | 0.01% | +400.0% |
| Q4 2021 | $1,268,000 | -9.6% | 24,931 | -9.0% | 0.00% | 0.0% |
| Q3 2021 | $1,402,000 | -67.9% | 27,396 | -67.9% | 0.00% | -80.0% |
| Q2 2021 | $4,373,000 | -39.9% | 85,373 | -39.8% | 0.01% | -54.5% |
| Q1 2021 | $7,271,000 | +38.9% | 141,717 | +39.4% | 0.01% | +37.5% |
| Q3 2020 | $5,236,000 | +517.5% | 101,676 | +519.2% | 0.01% | +300.0% |
| Q2 2020 | $848,000 | -10.1% | 16,420 | -9.9% | 0.00% | 0.0% |
| Q1 2020 | $943,000 | – | 18,228 | – | 0.00% | – |
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% |