Index Fund Advisors, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Index Fund Advisors, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$987
-99.9%
20,4520.0%0.07%
-9.2%
Q3 2022$987,000
-6.1%
20,452
-4.3%
0.08%
-5.0%
Q2 2022$1,051,000
-50.4%
21,372
-50.0%
0.08%
-44.4%
Q1 2022$2,118,000
+76.6%
42,744
+81.3%
0.14%
+69.4%
Q4 2021$1,199,00023,5750.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
IFS Advisors, LLC 372,342$17,961,79431.05%
Pacific Sage Partners, LLC 1,344,960$64,880,85821.54%
COLTON GROOME FINANCIAL ADVISORS, LLC 701,340$33,832,64216.59%
Edgehill Endowment Partners, LLC 1,334,197$64,361,66614.01%
Mount Lucas Management LP 744,029$35,891,95911.76%
Altiora Financial Group, LLC 435,348$21,001,17910.48%
Northeast Financial Group, Inc. 273,143$13,176,39610.44%
FLC Capital Advisors 683,931$32,992,83110.26%
United Capital Management of KS, Inc. 480,057$23,157,9439.56%
Passive Capital Management, LLC. 428,577$20,674,5619.41%
View complete list of SCHWAB STRATEGIC TR shareholders