SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 169 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $894,006 | -9.6% | 18,668 | -9.3% | 0.08% | -8.9% |
| Q2 2023 | $988,919 | +73.7% | 20,577 | +76.3% | 0.09% | +60.7% |
| Q1 2023 | $569,346 | +119.9% | 11,669 | +117.4% | 0.06% | +100.0% |
| Q4 2022 | $258,943 | +0.4% | 5,368 | +0.6% | 0.03% | -6.7% |
| Q3 2022 | $258,000 | -51.8% | 5,336 | -50.9% | 0.03% | -49.2% |
| Q2 2022 | $535,000 | -2.0% | 10,868 | -1.5% | 0.06% | +11.3% |
| Q1 2022 | $546,000 | -56.6% | 11,029 | -55.5% | 0.05% | -52.7% |
| Q4 2021 | $1,259,000 | -16.8% | 24,765 | -16.2% | 0.11% | -27.7% |
| Q3 2021 | $1,513,000 | +177.1% | 29,541 | +176.9% | 0.16% | +171.9% |
| Q2 2021 | $546,000 | -0.2% | 10,669 | +0.1% | 0.06% | -29.6% |
| Q1 2021 | $547,000 | -0.2% | 10,663 | +0.0% | 0.08% | -6.9% |
| Q4 2020 | $548,000 | -25.8% | 10,658 | -25.7% | 0.09% | -35.1% |
| Q3 2020 | $739,000 | -18.7% | 14,350 | -18.5% | 0.13% | -25.6% |
| Q2 2020 | $909,000 | +66.5% | 17,614 | +66.9% | 0.18% | +38.5% |
| Q1 2020 | $546,000 | -4.7% | 10,554 | -7.6% | 0.13% | +10.2% |
| Q1 2019 | $573,000 | -4.5% | 11,418 | -4.1% | 0.12% | -7.8% |
| Q3 2017 | $600,000 | +162.0% | 11,909 | +161.8% | 0.13% | +141.5% |
| Q2 2017 | $229,000 | 0.0% | 4,549 | +0.1% | 0.05% | -7.0% |
| Q1 2017 | $229,000 | -0.9% | 4,543 | -0.9% | 0.06% | -10.9% |
| Q4 2016 | $231,000 | -85.8% | 4,586 | -85.7% | 0.06% | -89.5% |
| Q3 2015 | $1,628,000 | +179.7% | 32,037 | +179.2% | 0.61% | +201.0% |
| Q2 2015 | $582,000 | – | 11,473 | – | 0.20% | – |
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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% |