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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $354,000 | -20.4% | 7,194 | -19.9% | 0.18% | -8.2% |
| Q1 2022 | $445,000 | -36.2% | 8,979 | -34.5% | 0.20% | -30.6% |
| Q4 2021 | $697,000 | -20.1% | 13,712 | -19.5% | 0.28% | -23.0% |
| Q3 2021 | $872,000 | -0.5% | 17,036 | -0.4% | 0.36% | +5.2% |
| Q2 2021 | $876,000 | -2.8% | 17,096 | -2.7% | 0.35% | -8.2% |
| Q1 2021 | $901,000 | -5.6% | 17,569 | -5.3% | 0.38% | -10.2% |
| Q4 2020 | $954,000 | -3.8% | 18,561 | -3.6% | 0.42% | -16.0% |
| Q3 2020 | $992,000 | -5.9% | 19,261 | -5.6% | 0.50% | -10.7% |
| Q2 2020 | $1,054,000 | -41.2% | 20,410 | -41.0% | 0.56% | -47.1% |
| Q1 2020 | $1,791,000 | +2.3% | 34,622 | -0.2% | 1.06% | +41.5% |
| Q4 2019 | $1,750,000 | – | 34,677 | – | 0.75% | – |
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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% |