SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,405 | -12.1% | 8,319 | -11.8% | 0.27% | -9.4% |
| Q2 2023 | $453,195 | -9.0% | 9,430 | -7.6% | 0.30% | -9.7% |
| Q1 2023 | $497,891 | -51.6% | 10,205 | -52.2% | 0.33% | -38.9% |
| Q4 2022 | $1,028,871 | -49.3% | 21,328 | -49.2% | 0.54% | -60.0% |
| Q3 2022 | $2,028,000 | -32.3% | 42,016 | -31.0% | 1.36% | -29.4% |
| Q2 2022 | $2,995,000 | +5.3% | 60,885 | +6.0% | 1.92% | +8.8% |
| Q1 2022 | $2,845,000 | -13.0% | 57,419 | -10.7% | 1.76% | -32.3% |
| Q4 2021 | $3,271,000 | – | 64,326 | – | 2.61% | – |
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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% |