SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 467 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,932,535 | +69.0% | 228,284 | +69.6% | 0.09% | +70.9% |
| Q2 2023 | $6,469,832 | -9.5% | 134,619 | -8.2% | 0.06% | -23.6% |
| Q1 2023 | $7,151,735 | -14.5% | 146,582 | -15.5% | 0.07% | -22.6% |
| Q4 2022 | $8,365,447 | +1362.5% | 173,413 | +1363.3% | 0.09% | +1228.6% |
| Q3 2022 | $572,000 | – | 11,851 | +394933.3% | 0.01% | – |
| Q2 2022 | $0 | -100.0% | 3 | -97.4% | 0.00% | – |
| Q4 2021 | $6,000 | -71.4% | 116 | -72.1% | 0.00% | – |
| Q3 2021 | $21,000 | +250.0% | 416 | +258.6% | 0.00% | – |
| Q2 2021 | $6,000 | – | 116 | +11500.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 1 | -99.4% | 0.00% | – |
| Q2 2018 | $9,000 | – | 173 | – | 0.00% | – |
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% |