SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $54,499 | +98989.1% | 1,138 | 0.0% | 0.02% | +4.2% |
Q2 2023 | $55 | -1.8% | 1,138 | 0.0% | 0.02% | -11.1% |
Q1 2023 | $56 | +1.8% | 1,138 | 0.0% | 0.03% | -3.6% |
Q4 2022 | $55 | -99.9% | 1,138 | 0.0% | 0.03% | 0.0% |
Q3 2022 | $55,000 | -1.8% | 1,138 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $56,000 | 0.0% | 1,138 | 0.0% | 0.03% | +21.7% |
Q1 2022 | $56,000 | -3.4% | 1,138 | 0.0% | 0.02% | +4.5% |
Q4 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.02% | -8.3% |
Q3 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.02% | -14.3% |
Q1 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.03% | -6.7% |
Q4 2020 | $58,000 | -1.7% | 1,138 | 0.0% | 0.03% | -3.2% |
Q3 2020 | $59,000 | 0.0% | 1,138 | 0.0% | 0.03% | -16.2% |
Q2 2020 | $59,000 | 0.0% | 1,138 | 0.0% | 0.04% | -7.5% |
Q1 2020 | $59,000 | +3.5% | 1,138 | 0.0% | 0.04% | +8.1% |
Q4 2019 | $57,000 | -1.7% | 1,138 | 0.0% | 0.04% | -9.8% |
Q3 2019 | $58,000 | 0.0% | 1,138 | 0.0% | 0.04% | -2.4% |
Q2 2019 | $58,000 | +1.8% | 1,138 | 0.0% | 0.04% | -4.5% |
Q1 2019 | $57,000 | 0.0% | 1,138 | 0.0% | 0.04% | -12.0% |
Q4 2018 | $57,000 | +78.1% | 1,138 | +78.4% | 0.05% | +127.3% |
Q3 2018 | $32,000 | 0.0% | 638 | 0.0% | 0.02% | +10.0% |
Q2 2018 | $32,000 | 0.0% | 638 | -0.6% | 0.02% | -9.1% |
Q1 2018 | $32,000 | 0.0% | 642 | 0.0% | 0.02% | -12.0% |
Q4 2017 | $32,000 | – | 642 | – | 0.02% | – |
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% |