SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $442,384 | -15.8% | 9,238 | -15.5% | 0.32% | -11.2% |
Q2 2023 | $525,414 | -44.3% | 10,932 | -43.4% | 0.36% | -46.6% |
Q1 2023 | $943,184 | +0.4% | 19,331 | -0.7% | 0.67% | -4.3% |
Q4 2022 | $939,427 | +0.6% | 19,474 | +0.6% | 0.70% | -1.5% |
Q3 2022 | $934,000 | -1.7% | 19,361 | +0.3% | 0.71% | +7.1% |
Q2 2022 | $950,000 | -1.8% | 19,306 | -1.1% | 0.66% | +31.7% |
Q1 2022 | $967,000 | +3.9% | 19,521 | +6.6% | 0.50% | +13.5% |
Q4 2021 | $931,000 | -16.9% | 18,315 | -16.3% | 0.44% | -19.6% |
Q3 2021 | $1,120,000 | – | 21,881 | – | 0.55% | – |
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% |