SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $360,000 | -20.0% | 7,451 | -18.6% | 0.10% | -16.9% |
| Q2 2022 | $450,000 | -6.1% | 9,156 | -5.2% | 0.12% | +1.7% |
| Q1 2022 | $479,000 | -81.8% | 9,660 | -81.3% | 0.12% | -81.4% |
| Q4 2021 | $2,630,000 | -3.1% | 51,728 | -2.5% | 0.62% | -9.2% |
| Q3 2021 | $2,715,000 | +3.3% | 53,035 | +3.3% | 0.69% | +0.1% |
| Q2 2021 | $2,629,000 | +2.3% | 51,327 | +2.5% | 0.68% | -11.8% |
| Q1 2021 | $2,570,000 | -2.7% | 50,082 | -2.6% | 0.78% | -11.8% |
| Q4 2020 | $2,642,000 | +4.4% | 51,407 | +4.7% | 0.88% | -11.5% |
| Q3 2020 | $2,530,000 | +9.4% | 49,122 | +9.7% | 1.00% | -2.7% |
| Q2 2020 | $2,312,000 | +7.3% | 44,789 | +7.5% | 1.02% | -12.7% |
| Q1 2020 | $2,154,000 | +722.1% | 41,645 | +702.9% | 1.17% | +946.4% |
| Q4 2019 | $262,000 | – | 5,187 | – | 0.11% | – |
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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% |