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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,908,000 | -7.6% | 36,877 | -9.8% | 0.38% | +4.5% |
| Q4 2019 | $2,065,000 | +7.2% | 40,898 | +7.4% | 0.36% | -2.4% |
| Q3 2019 | $1,927,000 | -7.0% | 38,091 | -6.9% | 0.37% | -8.5% |
| Q2 2019 | $2,071,000 | +14.7% | 40,935 | +13.8% | 0.40% | +6.6% |
| Q1 2019 | $1,805,000 | +38.4% | 35,959 | +37.6% | 0.38% | +18.9% |
| Q4 2018 | $1,304,000 | +40.2% | 26,128 | +39.2% | 0.32% | +53.9% |
| Q3 2018 | $930,000 | +16.8% | 18,766 | +17.3% | 0.21% | +8.4% |
| Q2 2018 | $796,000 | +167.1% | 16,000 | +167.6% | 0.19% | +91.9% |
| Q1 2018 | $298,000 | – | 5,978 | – | 0.10% | – |
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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% |