SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 160 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $64,604 | -2.9% | 1,349 | -2.5% | 0.00% | 0.0% |
Q2 2023 | $66,515 | -19.9% | 1,384 | -18.6% | 0.00% | -33.3% |
Q1 2023 | $82,992 | +136.3% | 1,701 | +133.7% | 0.00% | +50.0% |
Q4 2022 | $35,119 | -14.3% | 728 | -15.1% | 0.00% | 0.0% |
Q3 2022 | $41,000 | -2.4% | 857 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $42,000 | -19.2% | 857 | -18.2% | 0.00% | 0.0% |
Q1 2022 | $52,000 | -1.9% | 1,048 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $53,000 | -64.9% | 1,048 | -64.4% | 0.00% | -66.7% |
Q3 2021 | $151,000 | -0.7% | 2,945 | -0.7% | 0.01% | 0.0% |
Q2 2021 | $152,000 | -9.5% | 2,967 | -9.2% | 0.01% | -25.0% |
Q1 2021 | $168,000 | -4.5% | 3,266 | -4.5% | 0.01% | -20.0% |
Q4 2020 | $176,000 | -64.4% | 3,421 | -64.4% | 0.01% | -67.7% |
Q3 2020 | $495,000 | -5.0% | 9,615 | -4.8% | 0.03% | -8.8% |
Q2 2020 | $521,000 | +210.1% | 10,100 | +210.6% | 0.03% | +142.9% |
Q1 2020 | $168,000 | -19.6% | 3,252 | -21.4% | 0.01% | -12.5% |
Q4 2019 | $209,000 | +44.1% | 4,137 | +44.5% | 0.02% | +33.3% |
Q3 2019 | $145,000 | -71.2% | 2,863 | -71.2% | 0.01% | -75.5% |
Q2 2019 | $503,000 | +50200.0% | 9,947 | +45113.6% | 0.05% | – |
Q1 2019 | $1,000 | -99.9% | 22 | -99.9% | 0.00% | -100.0% |
Q4 2018 | $937,000 | +0.6% | 18,776 | 0.0% | 0.13% | +12.9% |
Q3 2018 | $931,000 | -0.2% | 18,776 | 0.0% | 0.12% | -12.8% |
Q2 2018 | $933,000 | -5.8% | 18,776 | -5.4% | 0.13% | -14.2% |
Q1 2018 | $990,000 | +1700.0% | 19,854 | +1704.9% | 0.16% | +1622.2% |
Q4 2017 | $55,000 | 0.0% | 1,100 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $55,000 | -50.0% | 1,100 | -50.0% | 0.01% | -18.2% |
Q1 2017 | $110,000 | +100.0% | 2,200 | +100.0% | 0.01% | -15.4% |
Q4 2016 | $55,000 | – | 1,100 | – | 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% |