SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,673 | -37.3% | 5,401 | -37.1% | 0.01% | -38.5% |
| Q2 2023 | $412,859 | -9.5% | 8,590 | -8.1% | 0.01% | -13.3% |
| Q1 2023 | $456,030 | -0.2% | 9,347 | -1.3% | 0.02% | -11.8% |
| Q4 2022 | $456,774 | -65.9% | 9,469 | -65.3% | 0.02% | -37.0% |
| Q2 2022 | $1,340,000 | +392.6% | 27,250 | +416.6% | 0.03% | +107.7% |
| Q3 2021 | $272,000 | +30.8% | 5,275 | +30.2% | 0.01% | +8.3% |
| Q1 2021 | $208,000 | -23.2% | 4,050 | -23.3% | 0.01% | -25.0% |
| Q4 2020 | $271,000 | -0.4% | 5,279 | +0.1% | 0.02% | -30.4% |
| Q3 2020 | $272,000 | -0.7% | 5,275 | -0.5% | 0.02% | -8.0% |
| Q2 2020 | $274,000 | +25.1% | 5,300 | +20.1% | 0.02% | +25.0% |
| Q3 2018 | $219,000 | -70.4% | 4,414 | -70.2% | 0.02% | -75.0% |
| Q4 2017 | $740,000 | – | 14,801 | – | 0.08% | – |
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% |