SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $219,106 | -1.5% | 4,559 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $222,434 | +1.1% | 4,559 | 0.0% | 0.01% | -85.5% |
| Q4 2022 | $219,926 | -0.9% | 4,559 | -0.8% | 0.08% | +484.6% |
| Q3 2022 | $222,000 | -0.9% | 4,597 | +0.8% | 0.01% | 0.0% |
| Q2 2022 | $224,000 | -0.9% | 4,559 | 0.0% | 0.01% | +18.2% |
| Q1 2022 | $226,000 | -2.6% | 4,559 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $232,000 | -20.8% | 4,559 | -20.4% | 0.01% | -31.2% |
| Q3 2021 | $293,000 | +27.9% | 5,726 | +28.3% | 0.02% | -5.9% |
| Q3 2020 | $229,000 | +2.2% | 4,463 | +2.8% | 0.02% | -29.2% |
| Q2 2020 | $224,000 | -9.3% | 4,341 | -9.1% | 0.02% | -33.3% |
| Q1 2020 | $247,000 | -75.3% | 4,778 | -75.9% | 0.04% | -18.2% |
| Q4 2019 | $1,001,000 | +320.6% | 19,842 | +319.7% | 0.04% | +51.7% |
| Q3 2019 | $238,000 | -19.0% | 4,728 | -19.2% | 0.03% | -29.3% |
| Q1 2019 | $294,000 | – | 5,853 | – | 0.04% | – |
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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% |