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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $39,000 | -29.1% | 781 | -28.8% | 0.00% | -40.0% |
| Q2 2018 | $55,000 | -9.8% | 1,097 | -11.0% | 0.01% | -16.7% |
| Q1 2018 | $61,000 | -58.5% | 1,233 | -57.9% | 0.01% | -57.1% |
| Q4 2017 | $147,000 | -13.5% | 2,930 | -13.3% | 0.01% | -26.3% |
| Q3 2017 | $170,000 | -1.7% | 3,380 | -1.7% | 0.02% | -5.0% |
| Q2 2017 | $173,000 | 0.0% | 3,438 | +0.3% | 0.02% | -20.0% |
| Q1 2017 | $173,000 | -26.4% | 3,427 | -26.4% | 0.02% | -28.6% |
| Q4 2016 | $235,000 | -13.9% | 4,655 | -13.4% | 0.04% | -18.6% |
| Q3 2016 | $273,000 | -12.2% | 5,376 | -11.9% | 0.04% | -17.3% |
| Q2 2016 | $311,000 | +57.9% | 6,102 | +57.5% | 0.05% | +48.6% |
| Q1 2016 | $197,000 | +8.2% | 3,875 | +7.6% | 0.04% | +2.9% |
| Q4 2015 | $182,000 | – | 3,602 | – | 0.03% | – |
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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% |