SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 138 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $27,146,000 | +6.0% | 537,977 | +5.9% | 16.27% | +6.0% |
| Q4 2016 | $25,607,000 | +9.7% | 507,881 | +10.5% | 15.35% | +5.7% |
| Q3 2016 | $23,340,000 | -1.2% | 459,547 | -0.9% | 14.52% | -33.5% |
| Q2 2016 | $23,622,000 | -3.3% | 463,544 | -3.6% | 21.83% | -5.7% |
| Q1 2016 | $24,424,000 | -4.8% | 480,783 | -5.5% | 23.16% | -5.8% |
| Q4 2015 | $25,655,000 | – | 508,633 | – | 24.59% | – |
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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% |