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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $36,650 | -11.6% | 765,360 | -11.3% | 0.09% | -8.4% |
Q2 2023 | $41,479 | +26.6% | 863,054 | +28.4% | 0.10% | +18.8% |
Q1 2023 | $32,772 | -17.5% | 672,113 | -18.3% | 0.08% | -22.3% |
Q4 2022 | $39,739 | -99.7% | 823,146 | +168.0% | 0.10% | +151.2% |
Q3 2022 | $14,841,000 | -36.9% | 307,137 | -35.7% | 0.04% | -34.9% |
Q2 2022 | $23,505,000 | +9.9% | 477,849 | +10.7% | 0.06% | +50.0% |
Q1 2022 | $21,380,000 | +859.6% | 431,573 | +892.2% | 0.04% | +950.0% |
Q4 2021 | $2,228,000 | -7.0% | 43,497 | -7.1% | 0.00% | -20.0% |
Q3 2021 | $2,396,000 | +7.5% | 46,804 | +7.6% | 0.01% | 0.0% |
Q2 2021 | $2,228,000 | -26.4% | 43,497 | -26.3% | 0.01% | -28.6% |
Q1 2021 | $3,029,000 | +16.9% | 59,026 | +17.0% | 0.01% | +16.7% |
Q4 2020 | $2,592,000 | +107.2% | 50,439 | +107.6% | 0.01% | +100.0% |
Q3 2020 | $1,251,000 | – | 24,297 | – | 0.00% | – |
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% |