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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $236,645 | -0.5% | 4,924 | -0.1% | 0.11% | -13.7% |
| Q4 2022 | $237,890 | -28.6% | 4,931 | -28.6% | 0.13% | -33.8% |
| Q3 2022 | $333,000 | -22.9% | 6,909 | -21.3% | 0.20% | -17.8% |
| Q2 2022 | $432,000 | -52.3% | 8,780 | -52.0% | 0.24% | -48.2% |
| Q1 2022 | $906,000 | -8.7% | 18,278 | -6.4% | 0.46% | -3.3% |
| Q4 2021 | $992,000 | +42.5% | 19,518 | +43.5% | 0.48% | +32.9% |
| Q3 2021 | $696,000 | – | 13,602 | – | 0.36% | – |
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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% |