SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,000 | -99.1% | 29 | -99.3% | 0.00% | -98.8% |
| Q4 2019 | $225,000 | +2.3% | 4,458 | +2.6% | 0.08% | -15.5% |
| Q3 2019 | $220,000 | -99.9% | 4,345 | +2.3% | 0.10% | -11.0% |
| Q2 2019 | $214,949,000 | +101291.0% | 4,249 | +0.6% | 0.11% | +23.9% |
| Q1 2019 | $212,000 | +393.0% | 4,223 | +391.6% | 0.09% | +450.0% |
| Q4 2018 | $43,000 | +138.9% | 859 | +141.3% | 0.02% | +128.6% |
| Q3 2018 | $18,000 | +20.0% | 356 | +11.6% | 0.01% | +16.7% |
| Q2 2018 | $15,000 | 0.0% | 319 | +3.9% | 0.01% | 0.0% |
| Q1 2018 | $15,000 | 0.0% | 307 | +0.3% | 0.01% | -14.3% |
| Q4 2017 | $15,000 | +15.4% | 306 | +18.6% | 0.01% | +40.0% |
| Q3 2017 | $13,000 | +30.0% | 258 | +32.3% | 0.01% | -16.7% |
| Q2 2017 | $10,000 | +25.0% | 195 | +18.9% | 0.01% | +20.0% |
| Q1 2017 | $8,000 | – | 164 | – | 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% |