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 | $14,223 | -0.4% | 297 | 0.0% | 0.00% | – |
Q2 2023 | $14,273 | -1.5% | 297 | 0.0% | 0.00% | -100.0% |
Q1 2023 | $14,490 | -45.6% | 297 | -46.2% | 0.00% | 0.0% |
Q4 2022 | $26,628 | +90.2% | 552 | +85.9% | 0.00% | 0.0% |
Q3 2022 | $14,000 | -22.2% | 297 | -20.2% | 0.00% | 0.0% |
Q2 2022 | $18,000 | 0.0% | 372 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $18,000 | 0.0% | 372 | +4.5% | 0.00% | 0.0% |
Q3 2021 | $18,000 | 0.0% | 356 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $18,000 | -64.0% | 356 | -63.5% | 0.00% | -66.7% |
Q1 2021 | $50,000 | -16.7% | 976 | -16.4% | 0.00% | -25.0% |
Q4 2020 | $60,000 | 0.0% | 1,168 | +0.2% | 0.00% | 0.0% |
Q3 2020 | $60,000 | 0.0% | 1,166 | +0.1% | 0.00% | -20.0% |
Q2 2020 | $60,000 | -65.9% | 1,165 | -65.9% | 0.01% | -68.8% |
Q1 2020 | $176,000 | -99.0% | 3,419 | -99.1% | 0.02% | -98.8% |
Q4 2019 | $18,237,000 | +7.2% | 361,272 | +7.4% | 1.34% | +1.3% |
Q3 2019 | $17,011,000 | +9.1% | 336,253 | +9.1% | 1.33% | +10.1% |
Q2 2019 | $15,597,000 | +4.3% | 308,305 | +3.4% | 1.20% | +0.6% |
Q1 2019 | $14,961,000 | +4.9% | 298,087 | +4.3% | 1.20% | -5.8% |
Q4 2018 | $14,257,000 | +89.3% | 285,670 | +88.0% | 1.27% | +116.9% |
Q3 2018 | $7,531,000 | +7.4% | 151,933 | +7.8% | 0.59% | -0.3% |
Q2 2018 | $7,010,000 | – | 140,949 | – | 0.59% | – |
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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% |