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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,395 | +371.3% | 29,136 | +373.4% | 0.06% | +400.0% |
| Q2 2023 | $296 | -84.9% | 6,155 | -84.7% | 0.01% | -83.5% |
| Q1 2023 | $1,961 | -99.9% | 40,189 | -44.8% | 0.08% | -20.2% |
| Q4 2021 | $3,704,000 | +85.2% | 72,836 | +86.4% | 0.10% | +23.8% |
| Q3 2021 | $2,000,000 | +237.3% | 39,067 | +238.7% | 0.08% | +95.1% |
| Q4 2020 | $593,000 | -74.0% | 11,535 | -73.9% | 0.04% | -77.2% |
| Q2 2020 | $2,279,000 | +662.2% | 44,150 | +664.0% | 0.18% | +1025.0% |
| Q1 2020 | $299,000 | -83.3% | 5,779 | -83.7% | 0.02% | -87.3% |
| Q3 2019 | $1,791,000 | +254.0% | 35,403 | +251.0% | 0.13% | +334.5% |
| Q1 2019 | $506,000 | -49.6% | 10,087 | -49.8% | 0.03% | -52.5% |
| Q4 2018 | $1,003,000 | +241.2% | 20,089 | +238.8% | 0.06% | +79.4% |
| Q3 2018 | $294,000 | – | 5,929 | – | 0.03% | – |
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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% |