SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 467 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,224,000 | -2.2% | 63,420 | -1.6% | 1.60% | -8.0% |
| Q3 2021 | $3,297,000 | -0.1% | 64,420 | 0.0% | 1.74% | -2.0% |
| Q2 2021 | $3,299,000 | +151.6% | 64,420 | +151.9% | 1.78% | +128.1% |
| Q1 2021 | $1,311,000 | -0.2% | 25,570 | -0.0% | 0.78% | -10.3% |
| Q4 2020 | $1,314,000 | -0.2% | 25,580 | 0.0% | 0.87% | -15.8% |
| Q3 2020 | $1,317,000 | -0.6% | 25,580 | -0.4% | 1.03% | -0.2% |
| Q2 2020 | $1,325,000 | +312.8% | 25,680 | +297.8% | 1.04% | +346.1% |
| Q1 2018 | $321,000 | -8.3% | 6,455 | -8.0% | 0.23% | -8.3% |
| Q4 2017 | $350,000 | -0.8% | 7,015 | 0.0% | 0.25% | -5.6% |
| Q3 2017 | $353,000 | 0.0% | 7,015 | 0.0% | 0.27% | +3.1% |
| Q2 2017 | $353,000 | +57.6% | 7,015 | +57.5% | 0.26% | +53.8% |
| Q1 2017 | $224,000 | – | 4,455 | – | 0.17% | – |
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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% |