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 | $205,879 | -2.5% | 4,299 | -2.2% | 0.08% | +5.5% |
| Q2 2023 | $211,224 | -84.0% | 4,395 | -83.9% | 0.07% | -77.9% |
| Q4 2022 | $1,320,666 | -46.1% | 27,377 | -46.1% | 0.33% | -64.0% |
| Q3 2022 | $2,450,000 | -17.5% | 50,782 | -15.9% | 0.92% | -27.5% |
| Q2 2022 | $2,970,000 | -43.3% | 60,383 | -41.0% | 1.26% | -37.3% |
| Q3 2021 | $5,238,000 | +2046.7% | 102,343 | +2046.0% | 2.02% | +1451.5% |
| Q1 2021 | $244,000 | -0.4% | 4,769 | 0.0% | 0.13% | -6.5% |
| Q4 2020 | $245,000 | – | 4,769 | – | 0.14% | – |
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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% |