SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $548,000 | -2.0% | 11,357 | 0.0% | 0.09% | +7.1% |
Q2 2022 | $559,000 | -12.0% | 11,357 | -11.4% | 0.08% | -4.5% |
Q1 2022 | $635,000 | -3.1% | 12,816 | -0.5% | 0.09% | -4.3% |
Q4 2021 | $655,000 | -0.8% | 12,885 | 0.0% | 0.09% | -10.6% |
Q3 2021 | $660,000 | -0.9% | 12,885 | -0.9% | 0.10% | -2.8% |
Q2 2021 | $666,000 | -0.1% | 13,000 | 0.0% | 0.11% | -6.1% |
Q1 2021 | $667,000 | -4.6% | 13,000 | -4.4% | 0.11% | -12.3% |
Q4 2020 | $699,000 | -0.1% | 13,600 | 0.0% | 0.13% | -16.1% |
Q3 2020 | $700,000 | -0.3% | 13,600 | 0.0% | 0.16% | -6.1% |
Q2 2020 | $702,000 | -0.3% | 13,600 | 0.0% | 0.16% | -13.2% |
Q1 2020 | $704,000 | +2.5% | 13,600 | 0.0% | 0.19% | +31.9% |
Q4 2019 | $687,000 | -0.3% | 13,600 | 0.0% | 0.14% | -5.3% |
Q3 2019 | $689,000 | +0.1% | 13,600 | 0.0% | 0.15% | -5.6% |
Q2 2019 | $688,000 | – | 13,600 | – | 0.16% | – |
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% |