Diversified Portfolios, Inc. - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
Diversified Portfolios, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$2,771,476
+2.4%
57,667
+3.9%
0.56%
-7.8%
Q1 2023$2,707,796
+6.8%
55,499
+5.6%
0.60%
+3.8%
Q4 2022$2,535,446
-26.9%
52,559
-26.9%
0.58%
-37.7%
Q3 2022$3,468,000
+76.3%
71,860
+79.7%
0.93%
+70.3%
Q2 2022$1,967,000
-52.8%
39,985
-52.5%
0.55%
-45.2%
Q1 2022$4,171,000
+140.5%
84,185
+146.9%
1.00%
+139.8%
Q4 2021$1,734,000
+164.3%
34,095
+166.1%
0.42%
+130.4%
Q3 2021$656,000
-36.7%
12,815
-36.5%
0.18%
-46.9%
Q1 2021$1,036,000
-0.1%
20,1850.0%0.34%
-8.1%
Q4 2020$1,037,000
+53.9%
20,185
+54.3%
0.37%
+27.5%
Q3 2020$674,000
-0.3%
13,0850.0%0.29%
-9.9%
Q2 2020$676,000
+8.2%
13,085
+8.3%
0.32%
-6.9%
Q1 2020$625,000
+2.5%
12,0850.0%0.35%
+20.1%
Q4 2019$610,000
+0.5%
12,085
+0.7%
0.29%
-5.9%
Q3 2019$607,000–12,000–0.31%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
IFS Advisors, LLC 372,342$17,961,79431.05%
Pacific Sage Partners, LLC 1,344,960$64,880,85821.54%
COLTON GROOME FINANCIAL ADVISORS, LLC 701,340$33,832,64216.59%
Edgehill Endowment Partners, LLC 1,334,197$64,361,66614.01%
Mount Lucas Management LP 744,029$35,891,95911.76%
Altiora Financial Group, LLC 435,348$21,001,17910.48%
Northeast Financial Group, Inc. 273,143$13,176,39610.44%
FLC Capital Advisors 683,931$32,992,83110.26%
United Capital Management of KS, Inc. 480,057$23,157,9439.56%
Passive Capital Management, LLC. 428,577$20,674,5619.41%
View complete list of SCHWAB STRATEGIC TR shareholders