SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 212 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $3,107,000 | -0.3% | 62,040 | +0.3% | 3.90% | -4.9% |
| Q3 2017 | $3,117,000 | +6.9% | 61,849 | +6.9% | 4.11% | +1.4% |
| Q2 2017 | $2,917,000 | +25.5% | 57,858 | +25.6% | 4.05% | +42.1% |
| Q1 2017 | $2,325,000 | +27.5% | 46,076 | +27.4% | 2.85% | +45.8% |
| Q4 2016 | $1,824,000 | +6.0% | 36,168 | +6.7% | 1.96% | +6.9% |
| Q3 2016 | $1,721,000 | +79.8% | 33,894 | +80.5% | 1.83% | +86.3% |
| Q2 2016 | $957,000 | +8.4% | 18,779 | +7.3% | 0.98% | +18.9% |
| Q2 2013 | $883,000 | – | 17,500 | – | 0.82% | – |
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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% |