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 | $18,029,166 | +2898.4% | 376,470 | +2909.1% | 0.06% | +883.3% |
| Q2 2023 | $601,299 | +17.0% | 12,511 | +18.8% | 0.01% | 0.0% |
| Q1 2023 | $514,022 | +74.8% | 10,535 | +80.5% | 0.01% | +50.0% |
| Q4 2021 | $294,000 | +25.6% | 5,836 | +27.4% | 0.00% | +33.3% |
| Q3 2021 | $234,000 | -99.6% | 4,581 | -99.6% | 0.00% | -99.7% |
| Q2 2021 | $59,910,000 | +3.9% | 1,169,204 | +4.0% | 0.96% | -7.8% |
| Q1 2021 | $57,664,000 | +13.5% | 1,124,273 | +13.7% | 1.05% | -8.8% |
| Q4 2020 | $50,791,000 | +11.8% | 988,535 | +11.9% | 1.15% | -3.5% |
| Q3 2020 | $45,444,000 | +24.8% | 883,431 | +25.2% | 1.19% | +13.9% |
| Q2 2020 | $36,421,000 | +23.8% | 705,833 | +24.1% | 1.04% | -0.4% |
| Q1 2020 | $29,412,000 | -0.5% | 568,898 | -2.8% | 1.05% | +0.6% |
| Q4 2019 | $29,556,000 | +8.7% | 585,492 | +8.9% | 1.04% | -4.8% |
| Q3 2019 | $27,185,000 | +6.6% | 537,709 | +6.4% | 1.10% | -2.6% |
| Q2 2019 | $25,512,000 | +6.2% | 505,391 | +5.3% | 1.12% | -17.2% |
| Q1 2019 | $24,032,000 | +4.3% | 479,866 | +3.8% | 1.36% | -6.6% |
| Q4 2018 | $23,043,000 | +5.1% | 462,346 | +4.6% | 1.46% | +10.1% |
| Q3 2018 | $21,921,000 | +7.6% | 442,165 | +7.7% | 1.32% | +5.2% |
| Q2 2018 | $20,378,000 | +9.6% | 410,482 | +9.7% | 1.26% | +0.6% |
| Q1 2018 | $18,599,000 | +15.6% | 374,075 | +16.2% | 1.25% | +9.4% |
| Q4 2017 | $16,087,000 | +16.1% | 322,058 | +16.9% | 1.14% | -0.6% |
| Q3 2017 | $13,862,000 | +40.9% | 275,479 | +41.1% | 1.15% | +26.2% |
| Q2 2017 | $9,840,000 | +20.1% | 195,258 | +20.2% | 0.91% | +4.6% |
| Q1 2017 | $8,192,000 | +15.9% | 162,414 | +15.9% | 0.87% | +1.4% |
| Q4 2016 | $7,068,000 | +46.2% | 140,184 | +47.0% | 0.86% | +19.2% |
| Q3 2016 | $4,833,000 | – | 95,345 | – | 0.72% | – |
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% |