SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $412,046 | -12.8% | 8,604 | -12.4% | 0.09% | -11.3% |
Q2 2023 | $472,286 | -1.0% | 9,827 | +0.5% | 0.11% | -5.4% |
Q1 2023 | $477,264 | -32.3% | 9,782 | -33.1% | 0.11% | -38.8% |
Q4 2022 | $705,365 | +57.4% | 14,622 | +57.6% | 0.18% | +51.2% |
Q3 2022 | $448,000 | -41.1% | 9,277 | -40.0% | 0.12% | -32.0% |
Q2 2022 | $761,000 | -28.1% | 15,463 | -27.7% | 0.18% | -17.6% |
Q1 2022 | $1,059,000 | -15.3% | 21,375 | -13.1% | 0.22% | -15.0% |
Q4 2021 | $1,250,000 | -38.6% | 24,585 | -38.2% | 0.25% | -42.7% |
Q3 2021 | $2,036,000 | -6.3% | 39,771 | -6.2% | 0.44% | -9.8% |
Q2 2021 | $2,172,000 | -1.4% | 42,397 | -1.3% | 0.49% | -8.2% |
Q1 2021 | $2,203,000 | -2.5% | 42,938 | -2.4% | 0.54% | -6.0% |
Q4 2020 | $2,260,000 | -0.6% | 43,973 | -0.4% | 0.57% | -11.0% |
Q3 2020 | $2,273,000 | +2.8% | 44,145 | +3.0% | 0.64% | -8.5% |
Q2 2020 | $2,212,000 | – | 42,842 | – | 0.70% | – |
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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% |