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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $133 | -99.9% | 2,758 | +0.8% | 0.08% | -7.7% |
| Q3 2022 | $132,000 | -1.5% | 2,737 | +0.3% | 0.09% | 0.0% |
| Q2 2022 | $134,000 | -0.7% | 2,728 | +0.2% | 0.09% | +12.3% |
| Q1 2022 | $135,000 | -2.2% | 2,723 | +0.1% | 0.08% | +2.5% |
| Q4 2021 | $138,000 | -0.7% | 2,721 | +0.1% | 0.08% | -7.1% |
| Q3 2021 | $139,000 | 0.0% | 2,719 | +0.2% | 0.08% | -2.3% |
| Q2 2021 | $139,000 | 0.0% | 2,713 | 0.0% | 0.09% | -6.5% |
| Q1 2021 | $139,000 | 0.0% | 2,713 | +0.1% | 0.09% | -7.9% |
| Q4 2020 | $139,000 | 0.0% | 2,710 | +0.3% | 0.10% | -16.5% |
| Q3 2020 | $139,000 | 0.0% | 2,703 | +0.3% | 0.12% | -4.0% |
| Q2 2020 | $139,000 | 0.0% | 2,695 | +0.4% | 0.13% | -9.4% |
| Q1 2020 | $139,000 | +3.0% | 2,685 | +0.3% | 0.14% | +35.0% |
| Q4 2019 | $135,000 | +0.7% | 2,676 | +0.7% | 0.10% | -6.4% |
| Q3 2019 | $134,000 | 0.0% | 2,657 | +0.6% | 0.11% | -2.7% |
| Q2 2019 | $134,000 | +1.5% | 2,642 | +0.6% | 0.11% | 0.0% |
| Q1 2019 | $132,000 | +0.8% | 2,626 | +0.4% | 0.11% | -11.0% |
| Q4 2018 | $131,000 | +1.6% | 2,616 | +0.7% | 0.13% | +12.4% |
| Q3 2018 | $129,000 | +5.7% | 2,598 | +6.1% | 0.11% | +2.7% |
| Q2 2018 | $122,000 | 0.0% | 2,449 | +0.4% | 0.11% | -0.9% |
| Q1 2018 | $122,000 | +7.0% | 2,440 | +7.5% | 0.11% | +15.6% |
| Q4 2017 | $114,000 | – | 2,270 | – | 0.10% | – |
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% |