SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 237 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $228,023 | +0.7% | 4,761 | +1.1% | 0.14% | +2.1% |
Q2 2023 | $226,435 | -15.8% | 4,711 | -14.5% | 0.14% | -19.5% |
Q1 2023 | $268,803 | +1.8% | 5,509 | +0.6% | 0.17% | -12.1% |
Q4 2022 | $264,178 | -39.7% | 5,476 | -39.6% | 0.20% | -44.5% |
Q3 2022 | $438,000 | -24.5% | 9,067 | -23.1% | 0.36% | -21.0% |
Q2 2022 | $580,000 | -0.9% | 11,783 | -0.2% | 0.45% | +17.4% |
Q1 2022 | $585,000 | -12.0% | 11,805 | -9.7% | 0.38% | -9.8% |
Q4 2021 | $665,000 | -7.3% | 13,075 | -6.7% | 0.43% | -8.8% |
Q3 2021 | $717,000 | -3.0% | 14,014 | -2.9% | 0.47% | -7.1% |
Q2 2021 | $739,000 | -7.2% | 14,435 | -6.9% | 0.50% | -6.1% |
Q1 2021 | $796,000 | -0.9% | 15,510 | -0.7% | 0.54% | -6.4% |
Q4 2020 | $803,000 | -0.1% | 15,622 | +0.1% | 0.57% | -10.0% |
Q3 2020 | $804,000 | -1.6% | 15,607 | -1.4% | 0.64% | -2.6% |
Q2 2020 | $817,000 | +2.0% | 15,829 | +2.3% | 0.66% | -7.1% |
Q1 2020 | $801,000 | +16.4% | 15,480 | +13.9% | 0.70% | +36.1% |
Q4 2019 | $688,000 | +0.9% | 13,593 | +0.9% | 0.52% | -6.0% |
Q3 2019 | $682,000 | 0.0% | 13,475 | -0.0% | 0.55% | +5.8% |
Q2 2019 | $682,000 | +97.7% | 13,476 | +94.5% | 0.52% | +76.6% |
Q1 2019 | $345,000 | -47.9% | 6,928 | -47.8% | 0.30% | -53.0% |
Q4 2018 | $662,000 | +59.1% | 13,270 | +58.3% | 0.63% | +78.4% |
Q3 2018 | $416,000 | +19.5% | 8,385 | +19.8% | 0.35% | +18.1% |
Q2 2018 | $348,000 | -2.5% | 7,000 | -2.4% | 0.30% | +0.7% |
Q1 2018 | $357,000 | +74.1% | 7,172 | +75.0% | 0.30% | +93.5% |
Q4 2017 | $205,000 | – | 4,098 | – | 0.15% | – |
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% |