SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $851,244 | -4.0% | 17,774 | -3.7% | 0.09% | -6.4% |
| Q2 2023 | $886,930 | +634.4% | 18,454 | +645.6% | 0.09% | +1242.9% |
| Q1 2023 | $120,766 | +22.8% | 2,475 | +21.4% | 0.01% | +16.7% |
| Q4 2022 | $98,306 | -66.7% | 2,038 | -66.7% | 0.01% | -70.0% |
| Q3 2022 | $295,000 | +28.8% | 6,113 | +31.0% | 0.02% | +33.3% |
| Q2 2022 | $229,000 | +83.2% | 4,667 | +84.4% | 0.02% | +87.5% |
| Q1 2022 | $125,000 | -35.9% | 2,531 | -34.1% | 0.01% | -33.3% |
| Q4 2021 | $195,000 | +23.4% | 3,840 | +24.2% | 0.01% | +9.1% |
| Q3 2021 | $158,000 | -0.6% | 3,091 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $159,000 | -52.5% | 3,116 | -53.2% | 0.01% | -85.9% |
| Q3 2017 | $335,000 | – | 6,654 | – | 0.08% | – |
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% |