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 | $804,600 | -10.9% | 16,801 | -10.6% | 0.35% | -10.3% |
Q2 2023 | $903,336 | +81.3% | 18,796 | +84.1% | 0.39% | +57.3% |
Q1 2023 | $498,243 | +30.8% | 10,212 | +29.3% | 0.25% | +15.5% |
Q4 2022 | $380,951 | -25.3% | 7,897 | -25.3% | 0.21% | -36.6% |
Q3 2022 | $510,000 | -3.8% | 10,574 | -1.9% | 0.34% | -5.6% |
Q2 2022 | $530,000 | -24.8% | 10,776 | -24.3% | 0.36% | -35.3% |
Q1 2022 | $705,000 | +51.0% | 14,236 | +55.0% | 0.55% | +87.7% |
Q4 2021 | $467,000 | – | 9,185 | – | 0.29% | – |
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% |