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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $212,426 | -23.3% | 4,420 | -18.3% | 0.11% | +24.7% |
Q3 2021 | $277,000 | -25.9% | 5,410 | -26.0% | 0.08% | -24.1% |
Q2 2021 | $374,000 | -0.3% | 7,310 | 0.0% | 0.11% | -3.4% |
Q1 2021 | $375,000 | -0.3% | 7,310 | 0.0% | 0.12% | -13.4% |
Q4 2020 | $376,000 | 0.0% | 7,310 | 0.0% | 0.13% | -15.2% |
Q3 2020 | $376,000 | -15.3% | 7,310 | -15.0% | 0.16% | -31.0% |
Q2 2020 | $444,000 | -51.5% | 8,600 | -51.4% | 0.23% | -73.8% |
Q1 2020 | $916,000 | +1.3% | 17,700 | -1.1% | 0.87% | +75.5% |
Q4 2019 | $904,000 | -2.4% | 17,900 | -2.2% | 0.50% | -16.0% |
Q3 2019 | $926,000 | -1.2% | 18,300 | -1.2% | 0.59% | +0.9% |
Q2 2019 | $937,000 | -0.8% | 18,530 | -1.6% | 0.59% | -7.5% |
Q1 2019 | $945,000 | +9.2% | 18,830 | +8.6% | 0.64% | -7.3% |
Q4 2018 | $865,000 | -0.5% | 17,340 | -1.1% | 0.69% | +32.4% |
Q3 2018 | $869,000 | -13.5% | 17,540 | -13.2% | 0.52% | -41.8% |
Q2 2018 | $1,005,000 | -0.9% | 20,215 | -1.0% | 0.89% | -0.2% |
Q1 2018 | $1,014,000 | -2.8% | 20,415 | -2.1% | 0.89% | +11.9% |
Q4 2017 | $1,043,000 | +22.7% | 20,855 | +23.6% | 0.80% | +9.5% |
Q3 2017 | $850,000 | +0.4% | 16,874 | +0.5% | 0.73% | -6.9% |
Q2 2017 | $847,000 | +4.2% | 16,793 | +4.3% | 0.78% | +4.7% |
Q1 2017 | $813,000 | -3.1% | 16,102 | -3.2% | 0.75% | -8.0% |
Q4 2016 | $839,000 | -53.3% | 16,636 | -53.0% | 0.81% | -58.2% |
Q3 2016 | $1,798,000 | +16.3% | 35,406 | +16.7% | 1.94% | +6.4% |
Q2 2016 | $1,546,000 | +5.8% | 30,340 | +5.5% | 1.83% | -0.3% |
Q1 2016 | $1,461,000 | – | 28,765 | – | 1.83% | – |
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% |