SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,158,000 | -40.0% | 23,376 | -38.4% | 0.31% | -37.6% |
| Q4 2021 | $1,929,000 | -0.7% | 37,930 | 0.0% | 0.49% | -8.4% |
| Q3 2021 | $1,942,000 | -0.1% | 37,930 | 0.0% | 0.54% | +23.7% |
| Q2 2021 | $1,943,000 | -0.2% | 37,930 | 0.0% | 0.43% | -9.4% |
| Q1 2021 | $1,946,000 | -0.2% | 37,930 | 0.0% | 0.48% | -4.0% |
| Q4 2020 | $1,949,000 | +15.3% | 37,930 | +15.5% | 0.50% | +2.3% |
| Q3 2020 | $1,691,000 | -0.2% | 32,838 | 0.0% | 0.49% | -17.6% |
| Q2 2020 | $1,695,000 | -84.4% | 32,838 | -84.4% | 0.59% | -87.9% |
| Q1 2020 | $10,891,000 | – | 210,538 | – | 4.90% | – |
Download | ||||||
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% |