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 | $1,862,191 | -25.4% | 38,885 | -25.1% | 0.90% | -27.6% |
| Q2 2023 | $2,495,257 | -33.4% | 51,920 | -32.4% | 1.24% | -39.1% |
| Q1 2023 | $3,746,189 | +4.3% | 76,782 | +3.2% | 2.03% | +11.3% |
| Q4 2022 | $3,590,618 | +31.0% | 74,432 | +31.0% | 1.83% | +6.7% |
| Q3 2022 | $2,741,000 | +730.6% | 56,803 | +747.3% | 1.71% | +901.8% |
| Q2 2022 | $330,000 | +16400.0% | 6,704 | +13866.7% | 0.17% | +17000.0% |
| Q4 2021 | $2,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | -99.1% | 48 | -98.9% | 0.00% | -99.5% |
| Q2 2020 | $223,000 | -44.2% | 4,325 | -44.0% | 0.20% | -66.8% |
| Q1 2020 | $400,000 | – | 7,725 | – | 0.62% | – |
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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% |