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 | $365,640 | -51.8% | 7,635 | -51.6% | 0.09% | -50.8% |
| Q2 2023 | $758,627 | -1.5% | 15,785 | 0.0% | 0.18% | -6.7% |
| Q1 2023 | $770,150 | -8.5% | 15,785 | -9.5% | 0.19% | -15.3% |
| Q4 2022 | $841,788 | +247.8% | 17,450 | +272.0% | 0.23% | +157.3% |
| Q2 2020 | $242,000 | -19.6% | 4,691 | -19.3% | 0.09% | -29.4% |
| Q1 2020 | $301,000 | +36.8% | 5,811 | +33.1% | 0.13% | +55.6% |
| Q4 2019 | $220,000 | -22.0% | 4,365 | -21.7% | 0.08% | -28.3% |
| Q3 2019 | $282,000 | -5.1% | 5,575 | -4.9% | 0.11% | -8.9% |
| Q2 2019 | $297,000 | +29.7% | 5,865 | +28.5% | 0.12% | +18.1% |
| Q1 2019 | $229,000 | – | 4,565 | – | 0.10% | – |
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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% |