SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,724,430 | -0.6% | 35,591 | -1.8% | 0.06% | -12.1% |
Q3 2023 | $1,735,686 | +1.0% | 36,243 | +1.4% | 0.07% | +4.8% |
Q2 2023 | $1,718,048 | -0.6% | 35,747 | +0.9% | 0.06% | -6.0% |
Q1 2023 | $1,728,637 | +59364.6% | 35,430 | -41.2% | 0.07% | -44.6% |
Q4 2022 | $2,907 | -99.9% | 60,252 | -2.6% | 0.12% | -10.4% |
Q3 2022 | $2,984,000 | -1.7% | 61,832 | +0.2% | 0.14% | +6.3% |
Q2 2022 | $3,035,000 | -11.4% | 61,701 | -10.8% | 0.13% | +5.8% |
Q1 2022 | $3,425,000 | -2.6% | 69,140 | +0.0% | 0.12% | +3.4% |
Q4 2021 | $3,515,000 | -2.7% | 69,117 | -2.0% | 0.12% | -10.8% |
Q3 2021 | $3,612,000 | -0.3% | 70,558 | -0.2% | 0.13% | -0.8% |
Q2 2021 | $3,622,000 | +6.9% | 70,719 | +7.1% | 0.13% | 0.0% |
Q1 2021 | $3,388,000 | +36.9% | 66,031 | +37.1% | 0.13% | +31.0% |
Q4 2020 | $2,475,000 | -1.0% | 48,159 | -0.8% | 0.10% | -13.0% |
Q3 2020 | $2,500,000 | +300.0% | 48,551 | +301.2% | 0.12% | +259.4% |
Q2 2020 | $625,000 | -52.7% | 12,100 | -52.6% | 0.03% | -58.4% |
Q1 2020 | $1,320,000 | +161.4% | 25,525 | +155.2% | 0.08% | +234.8% |
Q4 2019 | $505,000 | – | 10,000 | – | 0.02% | – |
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% |