SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $386,000 | +2.7% | 7,541 | +2.8% | 0.17% | +1.8% |
| Q2 2021 | $376,000 | 0.0% | 7,336 | +0.1% | 0.17% | -3.4% |
| Q1 2021 | $376,000 | +3.9% | 7,328 | +3.9% | 0.18% | +4.1% |
| Q4 2020 | $362,000 | 0.0% | 7,053 | +0.3% | 0.17% | -6.1% |
| Q3 2020 | $362,000 | +7.1% | 7,034 | +7.3% | 0.18% | +1.7% |
| Q2 2020 | $338,000 | -3.4% | 6,554 | -3.1% | 0.18% | -19.2% |
| Q1 2020 | $350,000 | +2.9% | 6,762 | +0.3% | 0.22% | +13.5% |
| Q4 2019 | $340,000 | +0.3% | 6,741 | +0.7% | 0.19% | -4.0% |
| Q3 2019 | $339,000 | +54.8% | 6,694 | +54.7% | 0.20% | +53.4% |
| Q2 2019 | $219,000 | +1.4% | 4,326 | +0.6% | 0.13% | -3.7% |
| Q1 2019 | $216,000 | +0.9% | 4,299 | +0.4% | 0.14% | -12.3% |
| Q4 2018 | $214,000 | +1.4% | 4,283 | +0.7% | 0.16% | +5.4% |
| Q3 2018 | $211,000 | 0.0% | 4,254 | +0.5% | 0.15% | -11.4% |
| Q2 2018 | $211,000 | – | 4,234 | – | 0.17% | – |
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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% |