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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $96,556 | +78.7% | 1,979 | +76.7% | 0.00% | +50.0% |
| Q4 2022 | $54,028 | -1.8% | 1,120 | +4.1% | 0.00% | 0.0% |
| Q2 2021 | $55,000 | -40.9% | 1,076 | -40.5% | 0.00% | -50.0% |
| Q4 2020 | $93,000 | -2.1% | 1,808 | -1.8% | 0.00% | 0.0% |
| Q3 2020 | $95,000 | +187.9% | 1,841 | +189.9% | 0.00% | +100.0% |
| Q1 2020 | $33,000 | -70.3% | 635 | -71.2% | 0.00% | -66.7% |
| Q4 2019 | $111,000 | +32.1% | 2,208 | +33.6% | 0.01% | +20.0% |
| Q3 2019 | $84,000 | 0.0% | 1,653 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $84,000 | +2.4% | 1,653 | +0.6% | 0.01% | -16.7% |
| Q1 2019 | $82,000 | – | 1,643 | +16330.0% | 0.01% | – |
| Q4 2018 | $0 | – | 10 | – | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2018 | $104,000 | -24.6% | 2,099 | -24.2% | 0.01% | -27.3% |
| Q1 2018 | $138,000 | -22.9% | 2,768 | -22.8% | 0.01% | -31.2% |
| Q4 2017 | $179,000 | +2.3% | 3,587 | +3.6% | 0.02% | -20.0% |
| Q3 2017 | $175,000 | 0.0% | 3,463 | -0.0% | 0.02% | -13.0% |
| Q2 2017 | $175,000 | 0.0% | 3,464 | -0.3% | 0.02% | -8.0% |
| Q1 2017 | $175,000 | -59.4% | 3,475 | -59.1% | 0.02% | -69.1% |
| Q3 2016 | $431,000 | +7083.3% | 8,494 | +6641.3% | 0.08% | +8000.0% |
| Q2 2016 | $6,000 | +500.0% | 126 | +425.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | -66.7% | 24 | -61.3% | 0.00% | -100.0% |
| Q4 2013 | $3,000 | – | 62 | – | 0.00% | – |
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% |