SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,981 | -37.5% | 1,273 | -37.3% | 0.03% | -28.9% |
| Q2 2023 | $97,600 | +41.5% | 2,031 | +43.7% | 0.04% | +11.8% |
| Q1 2023 | $68,952 | -6.3% | 1,413 | -7.4% | 0.03% | 0.0% |
| Q4 2022 | $73,612 | +0.8% | 1,526 | +0.4% | 0.03% | -8.1% |
| Q3 2022 | $73,000 | -2.7% | 1,520 | +0.3% | 0.04% | -2.6% |
| Q2 2022 | $75,000 | 0.0% | 1,516 | +0.1% | 0.04% | +15.2% |
| Q1 2022 | $75,000 | -2.6% | 1,515 | +0.1% | 0.03% | +6.5% |
| Q4 2021 | $77,000 | +18.5% | 1,514 | +18.6% | 0.03% | +3.3% |
| Q3 2021 | $65,000 | +47.7% | 1,277 | +47.3% | 0.03% | +50.0% |
| Q2 2021 | $44,000 | 0.0% | 867 | 0.0% | 0.02% | -9.1% |
| Q1 2021 | $44,000 | – | 867 | – | 0.02% | – |
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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% |