SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $926,432 | +8.0% | 19,345 | +8.4% | 0.04% | +10.3% |
| Q2 2023 | $857,487 | +14.9% | 17,842 | +16.6% | 0.04% | +8.3% |
| Q1 2023 | $746,438 | +54987.7% | 15,299 | -45.5% | 0.04% | -41.0% |
| Q4 2022 | $1,355 | -99.9% | 28,096 | +20.7% | 0.06% | +15.1% |
| Q3 2022 | $1,123,000 | +13.7% | 23,278 | +15.8% | 0.05% | +23.3% |
| Q2 2022 | $988,000 | -68.9% | 20,095 | -68.7% | 0.04% | -61.3% |
| Q1 2022 | $3,177,000 | -14.9% | 64,132 | -12.7% | 0.11% | -7.5% |
| Q4 2021 | $3,734,000 | +40.5% | 73,435 | +41.5% | 0.12% | +122.2% |
| Q3 2021 | $2,657,000 | +46.1% | 51,909 | +46.3% | 0.05% | -20.6% |
| Q2 2021 | $1,818,000 | -13.7% | 35,487 | -13.6% | 0.07% | -20.9% |
| Q1 2021 | $2,107,000 | – | 41,071 | – | 0.09% | – |
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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% |