Disciplined Investments, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$13,947
-1.5%
2900.0%0.01%
+16.7%
Q1 2023$14,159
+1.1%
2900.0%0.01%
-14.3%
Q4 2022$13,999
-6.7%
290
-7.9%
0.01%0.0%
Q3 2022$15,000
-6.2%
315
-5.7%
0.01%0.0%
Q2 2022$16,000
-52.9%
334
-50.0%
0.01%0.0%
Q1 2022$34,000
+100.0%
668
+100.0%
0.01%0.0%
Q4 2021$17,0000.0%3340.0%0.01%
-12.5%
Q3 2021$17,000
+1600.0%
334
+1657.9%
0.01%
+700.0%
Q2 2021$1,0000.0%190.0%0.00%0.0%
Q1 2021$1,0000.0%190.0%0.00%0.0%
Q4 2020$1,000
-94.1%
19
-94.3%
0.00%
-92.3%
Q3 2020$17,0000.0%332
+0.3%
0.01%0.0%
Q2 2020$17,0000.0%331
+0.3%
0.01%
-18.8%
Q1 2020$17,000
-37.0%
330
-37.6%
0.02%
-30.4%
Q4 2019$27,0005290.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
IFS Advisors, LLC 372,342$17,961,79431.05%
Pacific Sage Partners, LLC 1,344,960$64,880,85821.54%
COLTON GROOME FINANCIAL ADVISORS, LLC 701,340$33,832,64216.59%
Edgehill Endowment Partners, LLC 1,334,197$64,361,66614.01%
Mount Lucas Management LP 744,029$35,891,95911.76%
Altiora Financial Group, LLC 435,348$21,001,17910.48%
Northeast Financial Group, Inc. 273,143$13,176,39610.44%
FLC Capital Advisors 683,931$32,992,83110.26%
United Capital Management of KS, Inc. 480,057$23,157,9439.56%
Passive Capital Management, LLC. 428,577$20,674,5619.41%
View complete list of SCHWAB STRATEGIC TR shareholders