SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 124 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $4,557,000 | -0.3% | 91,927 | +0.0% | 1.20% | -5.6% |
| Q2 2018 | $4,572,000 | -3.3% | 91,910 | -3.1% | 1.27% | -4.4% |
| Q1 2018 | $4,727,000 | +166.5% | 94,845 | +167.5% | 1.33% | +168.5% |
| Q4 2017 | $1,774,000 | -16.3% | 35,453 | -15.7% | 0.50% | -23.3% |
| Q3 2017 | $2,119,000 | -29.7% | 42,050 | -29.7% | 0.65% | -32.4% |
| Q2 2017 | $3,015,000 | +11.9% | 59,797 | +12.0% | 0.96% | +12.5% |
| Q1 2017 | $2,694,000 | +7.4% | 53,387 | +7.3% | 0.85% | +3.7% |
| Q4 2016 | $2,508,000 | +38.6% | 49,752 | +39.7% | 0.82% | +36.6% |
| Q3 2016 | $1,809,000 | – | 35,608 | – | 0.60% | – |
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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% |