SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,444 | -13.0% | 6,733 | -12.7% | 0.02% | -10.0% |
| Q2 2023 | $370,687 | +26.2% | 7,713 | +28.1% | 0.02% | +17.6% |
| Q1 2023 | $293,814 | -7.3% | 6,022 | -8.4% | 0.02% | -15.0% |
| Q4 2022 | $317,033 | -9.9% | 6,572 | -9.9% | 0.02% | -13.0% |
| Q3 2022 | $352,000 | -12.9% | 7,296 | -11.1% | 0.02% | -8.0% |
| Q2 2022 | $404,000 | -15.8% | 8,205 | -15.4% | 0.02% | 0.0% |
| Q1 2022 | $480,000 | -3.6% | 9,694 | -1.0% | 0.02% | 0.0% |
| Q4 2021 | $498,000 | +5.3% | 9,794 | +6.1% | 0.02% | -7.4% |
| Q3 2021 | $473,000 | -1.5% | 9,234 | -1.5% | 0.03% | -3.6% |
| Q2 2021 | $480,000 | +19.1% | 9,378 | +19.3% | 0.03% | +3.7% |
| Q1 2021 | $403,000 | +7.5% | 7,863 | +7.7% | 0.03% | 0.0% |
| Q4 2020 | $375,000 | -2.8% | 7,298 | -2.7% | 0.03% | -10.0% |
| Q3 2020 | $386,000 | -0.5% | 7,503 | -0.2% | 0.03% | -9.1% |
| Q2 2020 | $388,000 | -16.2% | 7,521 | -15.9% | 0.03% | -28.3% |
| Q1 2020 | $463,000 | -42.8% | 8,946 | -44.2% | 0.05% | -28.1% |
| Q4 2019 | $810,000 | – | 16,046 | – | 0.06% | – |
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% |