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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $110,147 | -0.4% | 2,300 | 0.0% | 0.08% | +6.8% |
| Q2 2023 | $110,538 | -19.1% | 2,300 | -17.9% | 0.07% | -22.1% |
| Q1 2023 | $136,612 | -24.1% | 2,800 | -25.0% | 0.10% | -25.8% |
| Q4 2022 | $180,032 | +0.0% | 3,732 | 0.0% | 0.13% | -11.1% |
| Q3 2022 | $180,000 | -2.2% | 3,732 | 0.0% | 0.14% | +5.9% |
| Q2 2022 | $184,000 | -0.5% | 3,732 | 0.0% | 0.14% | +25.9% |
| Q1 2022 | $185,000 | -2.6% | 3,732 | 0.0% | 0.11% | +9.1% |
| Q4 2021 | $190,000 | -30.4% | 3,732 | -30.1% | 0.10% | -36.9% |
| Q3 2021 | $273,000 | -0.4% | 5,340 | 0.0% | 0.16% | +1.3% |
| Q2 2021 | $274,000 | 0.0% | 5,340 | 0.0% | 0.16% | -12.4% |
| Q1 2021 | $274,000 | 0.0% | 5,340 | 0.0% | 0.18% | -11.1% |
| Q4 2020 | $274,000 | -0.4% | 5,340 | 0.0% | 0.20% | -20.7% |
| Q3 2020 | $275,000 | -0.4% | 5,340 | 0.0% | 0.25% | -17.4% |
| Q2 2020 | $276,000 | 0.0% | 5,340 | 0.0% | 0.30% | -12.6% |
| Q1 2020 | $276,000 | +20.5% | 5,340 | +17.6% | 0.35% | +83.2% |
| Q4 2019 | $229,000 | – | 4,540 | – | 0.19% | – |
Download | ||||||
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% |