SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 225 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $502,000 | -10.4% | 10,408 | -8.5% | 0.08% | -4.5% |
Q2 2022 | $560,000 | -9.5% | 11,375 | -9.0% | 0.09% | +15.8% |
Q1 2022 | $619,000 | -14.4% | 12,506 | -12.1% | 0.08% | -10.6% |
Q4 2021 | $723,000 | +4.6% | 14,226 | +5.3% | 0.08% | -10.5% |
Q3 2021 | $691,000 | -10.7% | 13,505 | -10.7% | 0.10% | -11.2% |
Q2 2021 | $774,000 | -3.2% | 15,118 | -3.1% | 0.11% | -14.4% |
Q1 2021 | $800,000 | -4.3% | 15,594 | -4.1% | 0.12% | -9.4% |
Q4 2020 | $836,000 | -1.8% | 16,263 | -1.6% | 0.14% | -12.7% |
Q3 2020 | $851,000 | -0.4% | 16,530 | -0.1% | 0.16% | -11.7% |
Q2 2020 | $854,000 | +1.9% | 16,540 | +2.2% | 0.18% | -19.7% |
Q1 2020 | $838,000 | +7.3% | 16,190 | +4.7% | 0.22% | +24.6% |
Q4 2019 | $781,000 | -3.5% | 15,469 | -3.3% | 0.18% | -10.9% |
Q3 2019 | $809,000 | +10.5% | 15,989 | +10.5% | 0.20% | +2.6% |
Q2 2019 | $732,000 | -11.3% | 14,465 | -12.0% | 0.20% | -12.9% |
Q1 2019 | $825,000 | +61.8% | 16,433 | +60.8% | 0.22% | +43.3% |
Q4 2018 | $510,000 | +111.6% | 10,222 | +110.6% | 0.16% | +109.3% |
Q3 2018 | $241,000 | +24.9% | 4,853 | +24.8% | 0.08% | +13.6% |
Q2 2018 | $193,000 | +2.1% | 3,890 | +2.4% | 0.07% | +1.5% |
Q1 2018 | $189,000 | +68.8% | 3,797 | +69.9% | 0.06% | +66.7% |
Q4 2017 | $112,000 | +14.3% | 2,235 | +15.3% | 0.04% | +5.4% |
Q3 2017 | $98,000 | +30.7% | 1,939 | +30.7% | 0.04% | +19.4% |
Q2 2017 | $75,000 | 0.0% | 1,483 | -0.5% | 0.03% | -6.1% |
Q1 2017 | $75,000 | +1.4% | 1,490 | +1.4% | 0.03% | -10.8% |
Q4 2016 | $74,000 | +236.4% | 1,470 | +241.9% | 0.04% | +236.4% |
Q3 2016 | $22,000 | +144.4% | 430 | +137.6% | 0.01% | +120.0% |
Q2 2016 | $9,000 | +12.5% | 181 | +2.8% | 0.01% | 0.0% |
Q1 2016 | $8,000 | +14.3% | 176 | +25.7% | 0.01% | +25.0% |
Q4 2015 | $7,000 | +16.7% | 140 | +13.8% | 0.00% | 0.0% |
Q3 2015 | $6,000 | – | 123 | – | 0.00% | – |
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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% |