SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $293,404 | -30.6% | 6,082 | -30.7% | 0.00% | -33.3% |
| Q3 2022 | $423,000 | +68.5% | 8,771 | +72.2% | 0.01% | +50.0% |
| Q2 2022 | $251,000 | -0.4% | 5,094 | +0.0% | 0.00% | +33.3% |
| Q1 2022 | $252,000 | -41.1% | 5,093 | -39.4% | 0.00% | -57.1% |
| Q4 2021 | $428,000 | -7.8% | 8,409 | -7.3% | 0.01% | +16.7% |
| Q3 2021 | $464,000 | +2.7% | 9,070 | +2.7% | 0.01% | 0.0% |
| Q2 2021 | $452,000 | -0.4% | 8,832 | -0.1% | 0.01% | 0.0% |
| Q1 2021 | $454,000 | 0.0% | 8,840 | +0.0% | 0.01% | -14.3% |
| Q4 2020 | $454,000 | -8.8% | 8,838 | -8.6% | 0.01% | -12.5% |
| Q3 2020 | $498,000 | – | 9,672 | – | 0.01% | – |
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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% |