SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $742,790 | +17.3% | 15,510 | +17.7% | 0.06% | +16.7% |
Q2 2023 | $633,465 | +60.1% | 13,181 | +62.5% | 0.05% | +45.9% |
Q1 2023 | $395,751 | +13.7% | 8,111 | +12.4% | 0.04% | +85.0% |
Q3 2022 | $348,000 | -5.2% | 7,214 | -3.7% | 0.02% | -4.8% |
Q2 2022 | $367,000 | -3.7% | 7,492 | -2.6% | 0.02% | +16.7% |
Q1 2022 | $381,000 | +78.0% | 7,690 | +85.7% | 0.02% | -63.3% |
Q1 2020 | $214,000 | -0.9% | 4,142 | -3.2% | 0.05% | +48.5% |
Q4 2019 | $216,000 | -6.9% | 4,277 | -6.6% | 0.03% | -31.2% |
Q3 2019 | $232,000 | 0.0% | 4,577 | 0.0% | 0.05% | +60.0% |
Q2 2019 | $232,000 | +0.4% | 4,577 | 0.0% | 0.03% | -41.2% |
Q1 2019 | $231,000 | +1.3% | 4,577 | 0.0% | 0.05% | -16.4% |
Q4 2018 | $228,000 | – | 4,577 | – | 0.06% | – |
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% |