SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $345,193 | +5.9% | 7,155 | +5.9% | 0.01% | 0.0% |
| Q3 2022 | $326,000 | +19.4% | 6,757 | +27.3% | 0.01% | +33.3% |
| Q4 2020 | $273,000 | +9.2% | 5,309 | +9.3% | 0.01% | -10.0% |
| Q3 2020 | $250,000 | +2.5% | 4,858 | +2.7% | 0.01% | -9.1% |
| Q2 2020 | $244,000 | +21.4% | 4,728 | +16.9% | 0.01% | -8.3% |
| Q3 2018 | $201,000 | 0.0% | 4,045 | +0.1% | 0.01% | -7.7% |
| Q2 2018 | $201,000 | 0.0% | 4,040 | +0.1% | 0.01% | -13.3% |
| Q1 2018 | $201,000 | – | 4,036 | – | 0.02% | – |
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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% |