SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,350 | +2.1% | 27,676 | +1.0% | 1.50% | +114.0% |
Q4 2022 | $1,322 | -99.9% | 27,411 | +0.7% | 0.70% | -10.9% |
Q3 2022 | $1,313,000 | -2.9% | 27,214 | -1.0% | 0.79% | 0.0% |
Q2 2022 | $1,352,000 | -4.1% | 27,477 | -3.4% | 0.79% | +9.6% |
Q1 2022 | $1,410,000 | +2.2% | 28,454 | +4.8% | 0.72% | +1.6% |
Q4 2021 | $1,380,000 | +17.2% | 27,145 | +18.1% | 0.71% | -7.5% |
Q2 2021 | $1,177,000 | -0.8% | 22,988 | -0.6% | 0.76% | +9.4% |
Q1 2021 | $1,187,000 | +1.7% | 23,132 | +1.9% | 0.70% | -4.0% |
Q4 2020 | $1,167,000 | +21.1% | 22,706 | +21.3% | 0.73% | +1.7% |
Q3 2020 | $964,000 | +8.9% | 18,724 | +9.3% | 0.72% | +4.5% |
Q2 2020 | $885,000 | +13.0% | 17,132 | +13.2% | 0.68% | -5.6% |
Q1 2020 | $783,000 | +2.6% | 15,133 | +0.1% | 0.73% | +6.9% |
Q4 2019 | $763,000 | – | 15,115 | – | 0.68% | – |
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% |