SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,382,000 | -21.1% | 26,712 | -23.0% | 0.05% | 0.0% |
| Q4 2019 | $1,752,000 | -7.8% | 34,703 | -7.7% | 0.05% | -11.1% |
| Q3 2019 | $1,901,000 | +9.5% | 37,579 | +9.5% | 0.05% | +12.5% |
| Q2 2019 | $1,736,000 | +35.8% | 34,316 | +34.8% | 0.05% | +20.0% |
| Q1 2019 | $1,278,000 | +15.6% | 25,456 | +14.9% | 0.04% | +5.3% |
| Q4 2018 | $1,106,000 | +3.7% | 22,154 | +2.9% | 0.04% | +15.2% |
| Q3 2018 | $1,067,000 | +33.2% | 21,531 | +33.8% | 0.03% | +57.1% |
| Q2 2018 | $801,000 | +119.5% | 16,097 | +119.6% | 0.02% | +75.0% |
| Q1 2018 | $365,000 | +4.6% | 7,329 | +5.0% | 0.01% | +9.1% |
| Q4 2017 | $349,000 | – | 6,980 | – | 0.01% | – |
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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% |