SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 237 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $8,274,000 | -45.1% | 160,670 | -45.0% | 0.28% | -50.1% |
| Q2 2020 | $15,069,000 | +1.0% | 291,865 | +1.2% | 0.56% | -13.2% |
| Q1 2020 | $14,923,000 | -9.3% | 288,487 | -11.4% | 0.64% | +15.5% |
| Q4 2019 | $16,455,000 | -13.4% | 325,515 | -13.3% | 0.56% | -17.8% |
| Q3 2019 | $19,006,000 | -23.5% | 375,396 | -23.6% | 0.68% | -21.2% |
| Q2 2019 | $24,846,000 | -35.2% | 491,322 | -35.7% | 0.86% | -34.7% |
| Q1 2019 | $38,341,000 | -2.4% | 764,370 | -2.9% | 1.31% | -15.3% |
| Q4 2018 | $39,278,000 | +93.5% | 787,310 | +92.3% | 1.55% | +123.0% |
| Q3 2018 | $20,298,000 | +43.4% | 409,501 | +43.7% | 0.70% | +30.3% |
| Q2 2018 | $14,159,000 | -0.1% | 284,960 | +0.0% | 0.53% | -2.4% |
| Q1 2018 | $14,176,000 | +118033.3% | 284,915 | +116191.8% | 0.55% | – |
| Q4 2017 | $12,000 | -98.1% | 245 | -98.1% | 0.00% | -100.0% |
| Q3 2015 | $645,000 | – | 12,646 | – | 0.04% | – |
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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% |