SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,452 | -27.6% | 615 | -27.3% | 0.01% | -28.6% |
| Q2 2023 | $40,659 | -1.5% | 846 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $41,276 | +1.1% | 846 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $40,811 | -45.6% | 846 | -45.3% | 0.01% | -50.0% |
| Q3 2022 | $75,000 | -1.3% | 1,547 | 0.0% | 0.01% | +7.7% |
| Q2 2022 | $76,000 | -85.9% | 1,547 | -85.8% | 0.01% | -84.1% |
| Q1 2022 | $538,000 | -2.0% | 10,862 | +0.7% | 0.08% | -1.2% |
| Q4 2021 | $549,000 | +632.0% | 10,791 | +638.6% | 0.08% | +492.9% |
| Q3 2021 | $75,000 | +13.6% | 1,461 | +13.6% | 0.01% | 0.0% |
| Q2 2021 | $66,000 | +6.5% | 1,286 | +6.7% | 0.01% | 0.0% |
| Q1 2021 | $62,000 | -85.2% | 1,205 | -85.2% | 0.01% | -86.8% |
| Q4 2020 | $419,000 | +8.8% | 8,145 | +8.8% | 0.11% | -3.6% |
| Q3 2020 | $385,000 | – | 7,485 | – | 0.11% | – |
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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% |