SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 343 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $22,182,444 | +3.3% | 463,196 | +3.7% | 0.08% | 0.0% |
Q2 2023 | $21,473,904 | +6.6% | 446,814 | +8.2% | 0.08% | -4.5% |
Q1 2023 | $20,146,806 | +825.4% | 412,929 | +815.0% | 0.09% | +709.1% |
Q4 2022 | $2,176,977 | +53.0% | 45,128 | +53.1% | 0.01% | +37.5% |
Q3 2022 | $1,423,000 | -1.7% | 29,480 | +0.1% | 0.01% | -11.1% |
Q2 2022 | $1,448,000 | +4.4% | 29,436 | +5.1% | 0.01% | 0.0% |
Q1 2022 | $1,387,000 | -49.7% | 28,006 | -48.3% | 0.01% | -52.6% |
Q4 2021 | $2,756,000 | +105.8% | 54,207 | +107.2% | 0.02% | +72.7% |
Q3 2021 | $1,339,000 | -8.8% | 26,162 | -8.8% | 0.01% | -21.4% |
Q2 2021 | $1,469,000 | -9.3% | 28,680 | -9.2% | 0.01% | -22.2% |
Q1 2021 | $1,620,000 | -34.0% | 31,579 | -33.9% | 0.02% | -45.5% |
Q4 2020 | $2,454,000 | +10.6% | 47,744 | +10.8% | 0.03% | -10.8% |
Q3 2020 | $2,219,000 | +13.8% | 43,077 | +14.1% | 0.04% | +15.6% |
Q2 2020 | $1,950,000 | -52.7% | 37,766 | -52.6% | 0.03% | -64.8% |
Q1 2020 | $4,121,000 | +248.1% | 79,639 | +239.6% | 0.09% | +378.9% |
Q4 2019 | $1,184,000 | -74.5% | 23,451 | -74.4% | 0.02% | -88.3% |
Q3 2019 | $4,642,000 | +2974.2% | 91,749 | +2967.5% | 0.16% | +2616.7% |
Q2 2019 | $151,000 | +84.1% | 2,991 | +82.4% | 0.01% | +100.0% |
Q1 2019 | $82,000 | -98.1% | 1,640 | -98.1% | 0.00% | -98.7% |
Q4 2018 | $4,277,000 | +3934.9% | 85,703 | +3923.6% | 0.23% | +4480.0% |
Q3 2018 | $106,000 | 0.0% | 2,130 | 0.0% | 0.01% | -16.7% |
Q2 2018 | $106,000 | +103.8% | 2,130 | +103.8% | 0.01% | +100.0% |
Q1 2018 | $52,000 | -52.3% | 1,045 | -52.1% | 0.00% | -57.1% |
Q4 2017 | $109,000 | -39.8% | 2,180 | -39.6% | 0.01% | -12.5% |
Q3 2017 | $181,000 | – | 3,610 | – | 0.01% | – |
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% |