SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $378,714 | +14.8% | 7,908 | +15.2% | 0.06% | +16.1% |
| Q2 2023 | $329,788 | -7.1% | 6,862 | -5.7% | 0.06% | -8.2% |
| Q1 2023 | $355,045 | -4.5% | 7,277 | -5.6% | 0.06% | -7.6% |
| Q4 2022 | $371,786 | +7.1% | 7,707 | +7.2% | 0.07% | 0.0% |
| Q3 2022 | $347,000 | +52.9% | 7,191 | +55.8% | 0.07% | +61.0% |
| Q2 2022 | $227,000 | +144.1% | 4,616 | +149.9% | 0.04% | +2.5% |
| Q2 2019 | $93,000 | -45.3% | 1,847 | -45.6% | 0.04% | -47.4% |
| Q1 2019 | $170,000 | +240.0% | 3,394 | +239.4% | 0.08% | +204.0% |
| Q4 2018 | $50,000 | +92.3% | 1,000 | +90.5% | 0.02% | +108.3% |
| Q3 2018 | $26,000 | +160.0% | 525 | +162.5% | 0.01% | +140.0% |
| Q2 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $10,000 | – | 200 | – | 0.01% | – |
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% |