Cetera Advisor Networks LLC - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
Cetera Advisor Networks LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,946,355
-51.2%
40,642
-51.0%
0.01%
-57.1%
Q2 2023$3,988,913
+81.0%
82,999
+83.8%
0.03%
+75.0%
Q1 2023$2,203,755
+68.6%
45,168
+66.7%
0.02%
+45.5%
Q4 2022$1,307,287
+133.0%
27,100
+133.2%
0.01%
+57.1%
Q3 2022$561,000
+3.3%
11,622
+5.3%
0.01%0.0%
Q2 2022$543,000
-10.2%
11,035
-9.6%
0.01%0.0%
Q1 2022$605,000
-4.4%
12,211
-2.0%
0.01%
-12.5%
Q4 2021$633,000
-23.6%
12,456
-23.1%
0.01%
-27.3%
Q3 2021$829,000
+7.7%
16,201
+7.8%
0.01%0.0%
Q2 2021$770,000
+28.8%
15,027
+28.9%
0.01%
-15.4%
Q1 2021$598,000
+6.4%
11,660
+6.6%
0.01%0.0%
Q4 2020$562,000
+0.4%
10,942
+0.6%
0.01%
-13.3%
Q3 2020$560,000
+20.7%
10,879
+21.1%
0.02%
+25.0%
Q2 2020$464,000
-62.3%
8,982
-62.3%
0.01%
-70.7%
Q1 2020$1,231,000–23,804–0.04%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
IFS Advisors, LLC 372,342$17,961,79431.05%
Pacific Sage Partners, LLC 1,344,960$64,880,85821.54%
COLTON GROOME FINANCIAL ADVISORS, LLC 701,340$33,832,64216.59%
Edgehill Endowment Partners, LLC 1,334,197$64,361,66614.01%
Mount Lucas Management LP 744,029$35,891,95911.76%
Altiora Financial Group, LLC 435,348$21,001,17910.48%
Northeast Financial Group, Inc. 273,143$13,176,39610.44%
FLC Capital Advisors 683,931$32,992,83110.26%
United Capital Management of KS, Inc. 480,057$23,157,9439.56%
Passive Capital Management, LLC. 428,577$20,674,5619.41%
View complete list of SCHWAB STRATEGIC TR shareholders