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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,093,000 | -0.2% | 21,176 | +0.0% | 0.51% | +3.0% |
| Q1 2020 | $1,095,000 | +6.9% | 21,169 | +4.3% | 0.50% | +75.6% |
| Q4 2019 | $1,024,000 | +4.6% | 20,289 | +4.9% | 0.28% | +56.4% |
| Q3 2019 | $979,000 | +4.7% | 19,347 | +4.7% | 0.18% | +9.0% |
| Q2 2019 | $935,000 | -2.8% | 18,476 | -3.6% | 0.17% | -0.6% |
| Q1 2019 | $962,000 | -2.3% | 19,171 | -2.9% | 0.17% | -16.9% |
| Q4 2018 | $985,000 | +3.6% | 19,737 | +2.8% | 0.20% | -2.9% |
| Q3 2018 | $951,000 | +2.8% | 19,191 | +3.2% | 0.21% | -1.4% |
| Q2 2018 | $925,000 | – | 18,594 | – | 0.21% | – |
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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% |