SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $422,000 | +0.7% | 8,343 | +0.7% | 0.34% | -0.9% |
| Q2 2019 | $419,000 | +3.5% | 8,285 | +2.7% | 0.35% | +4.2% |
| Q1 2019 | $405,000 | +1.5% | 8,067 | +1.0% | 0.33% | -8.5% |
| Q4 2018 | $399,000 | +1.8% | 7,989 | +1.0% | 0.36% | +12.0% |
| Q3 2018 | $392,000 | -6.7% | 7,906 | -6.5% | 0.32% | -7.4% |
| Q2 2018 | $420,000 | -0.2% | 8,452 | +0.1% | 0.35% | -3.8% |
| Q1 2018 | $421,000 | +7.9% | 8,442 | +8.4% | 0.36% | +6.4% |
| Q4 2017 | $390,000 | -6.5% | 7,788 | -5.9% | 0.34% | -10.0% |
| Q3 2017 | $417,000 | +1.7% | 8,273 | +1.8% | 0.38% | -1.3% |
| Q2 2017 | $410,000 | +36.7% | 8,126 | +36.9% | 0.39% | +32.2% |
| Q1 2017 | $300,000 | -1.3% | 5,936 | -1.6% | 0.29% | -5.2% |
| Q4 2016 | $304,000 | – | 6,030 | – | 0.31% | – |
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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% |