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 | $1,724,547 | -3.9% | 36,011 | -3.6% | 1.49% | -0.5% |
| Q2 2023 | $1,795,449 | -4.4% | 37,358 | -2.9% | 1.50% | -19.8% |
| Q1 2023 | $1,877,197 | -0.7% | 38,475 | -1.8% | 1.87% | +2.6% |
| Q4 2022 | $1,890,285 | -47.7% | 39,185 | -47.7% | 1.82% | -49.5% |
| Q3 2022 | $3,617,000 | +2.4% | 74,941 | +4.4% | 3.60% | +0.3% |
| Q2 2022 | $3,532,000 | +146.8% | 71,806 | +148.6% | 3.59% | +160.2% |
| Q1 2022 | $1,431,000 | -16.7% | 28,881 | -14.5% | 1.38% | -15.5% |
| Q4 2021 | $1,717,000 | – | 33,761 | – | 1.63% | – |
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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% |