SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $200,184 | -33.2% | 4,180 | -33.0% | 0.03% | -29.8% |
Q2 2023 | $299,732 | -1.2% | 6,237 | +0.4% | 0.05% | -7.8% |
Q1 2023 | $303,252 | +1.3% | 6,215 | +0.2% | 0.05% | -3.8% |
Q4 2022 | $299,261 | +0.1% | 6,204 | +0.3% | 0.05% | -10.2% |
Q3 2022 | $299,000 | -1.6% | 6,186 | +0.1% | 0.06% | +1.7% |
Q2 2022 | $304,000 | -0.7% | 6,178 | +0.1% | 0.06% | +13.7% |
Q1 2022 | $306,000 | -2.5% | 6,174 | +0.0% | 0.05% | +6.2% |
Q4 2021 | $314,000 | -0.6% | 6,173 | +0.0% | 0.05% | -12.7% |
Q3 2021 | $316,000 | +18.4% | 6,170 | +18.7% | 0.06% | +10.0% |
Q1 2021 | $267,000 | -23.3% | 5,196 | -23.3% | 0.05% | -28.6% |
Q4 2020 | $348,000 | -11.0% | 6,778 | -10.8% | 0.07% | -18.6% |
Q3 2020 | $391,000 | -11.7% | 7,599 | -11.5% | 0.09% | -13.1% |
Q2 2020 | $443,000 | -4.5% | 8,584 | -4.4% | 0.10% | -9.2% |
Q1 2020 | $464,000 | -17.6% | 8,975 | -19.5% | 0.11% | +3.8% |
Q4 2019 | $563,000 | +0.2% | 11,144 | +0.1% | 0.10% | -4.5% |
Q3 2019 | $562,000 | -39.2% | 11,137 | -39.2% | 0.11% | -39.9% |
Q2 2019 | $924,000 | +148.4% | 18,309 | +145.9% | 0.18% | +150.7% |
Q1 2019 | $372,000 | +17.4% | 7,447 | +17.2% | 0.07% | +5.8% |
Q4 2018 | $317,000 | – | 6,354 | – | 0.07% | – |
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% |