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 | $279 | -70.4% | 5,825 | -70.3% | 0.00% | -73.3% |
| Q2 2023 | $942 | -99.7% | 19,603 | +211.7% | 0.02% | +200.0% |
| Q4 2022 | $303,000 | -99.9% | 6,290 | +23.5% | 0.01% | 0.0% |
| Q3 2022 | $246,000,000 | +9457.1% | 5,093 | -90.3% | 0.01% | -90.0% |
| Q2 2022 | $2,574,000 | -16.0% | 52,321 | -15.4% | 0.05% | -7.4% |
| Q1 2022 | $3,064,000 | -99.9% | 61,849 | +13.2% | 0.05% | +10.2% |
| Q4 2021 | $2,779,000,000 | +93975.8% | 54,645 | -5.3% | 0.05% | -16.9% |
| Q3 2021 | $2,954,000 | +29.8% | 57,706 | +29.9% | 0.06% | +22.9% |
| Q2 2021 | $2,275,000 | +50.1% | 44,414 | +50.3% | 0.05% | +29.7% |
| Q1 2021 | $1,516,000 | – | 29,548 | – | 0.04% | – |
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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% |