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 | $119,603 | -8.3% | 2,499 | -8.2% | 0.03% | -3.3% |
| Q2 2023 | $130,494 | -51.9% | 2,722 | -51.0% | 0.03% | -50.8% |
| Q1 2023 | $271,050 | +1.2% | 5,552 | 0.0% | 0.06% | +5.2% |
| Q4 2022 | $267,829 | -16.8% | 5,552 | -16.8% | 0.06% | -23.7% |
| Q3 2022 | $322,000 | -97.9% | 6,674 | -97.8% | 0.08% | -97.7% |
| Q2 2022 | $15,014,000 | -22.9% | 305,223 | -22.3% | 3.37% | -10.7% |
| Q1 2022 | $19,470,000 | -13.6% | 393,002 | -11.3% | 3.77% | -11.8% |
| Q4 2021 | $22,540,000 | – | 443,267 | – | 4.28% | – |
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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% |