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 | $6,065,631 | +6.9% | 126,658 | +7.3% | 0.62% | +11.8% |
Q2 2023 | $5,674,995 | +161.0% | 118,081 | +164.9% | 0.55% | +157.0% |
Q1 2023 | $2,174,657 | -37.3% | 44,572 | -38.0% | 0.21% | -38.7% |
Q4 2022 | $3,466,550 | -24.9% | 71,860 | -24.9% | 0.35% | -28.6% |
Q3 2022 | $4,617,000 | -6.8% | 95,676 | -5.0% | 0.49% | -2.6% |
Q2 2022 | $4,952,000 | -52.4% | 100,661 | -52.0% | 0.50% | -46.4% |
Q1 2022 | $10,394,000 | -26.5% | 209,801 | -24.6% | 0.94% | -23.3% |
Q4 2021 | $14,149,000 | -8.2% | 278,254 | -7.6% | 1.22% | -17.9% |
Q3 2021 | $15,417,000 | -7.0% | 301,178 | -7.0% | 1.49% | -5.6% |
Q2 2021 | $16,582,000 | -5.4% | 323,735 | -5.3% | 1.58% | -10.5% |
Q1 2021 | $17,534,000 | +1.6% | 341,719 | +1.7% | 1.76% | -2.7% |
Q4 2020 | $17,260,000 | – | 335,865 | – | 1.81% | – |
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% |