SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $151 | +52.5% | 3,161 | +53.4% | 0.01% | +33.3% |
| Q2 2023 | $99 | -2.0% | 2,061 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $101 | -12.9% | 2,061 | -14.2% | 0.01% | -14.3% |
| Q4 2022 | $116 | -100.0% | 2,402 | -87.4% | 0.01% | -88.1% |
| Q4 2021 | $968,000 | -1.4% | 19,035 | -0.7% | 0.06% | -7.8% |
| Q3 2021 | $982,000 | +1.3% | 19,175 | +1.3% | 0.06% | -1.5% |
| Q2 2021 | $969,000 | +3.4% | 18,921 | +3.6% | 0.06% | 0.0% |
| Q1 2021 | $937,000 | +31.6% | 18,267 | +31.8% | 0.06% | +3.2% |
| Q4 2020 | $712,000 | +24.0% | 13,858 | +24.4% | 0.06% | +14.5% |
| Q3 2020 | $574,000 | – | 11,142 | – | 0.06% | – |
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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% |