SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,728 | -9.1% | 9,182 | -7.4% | 0.41% | -15.0% |
| Q1 2023 | $483,662 | +3.7% | 9,913 | +2.5% | 0.49% | -1.8% |
| Q4 2022 | $466,563 | +0.3% | 9,672 | +0.5% | 0.50% | -8.2% |
| Q3 2022 | $465,000 | +3.6% | 9,627 | +5.4% | 0.54% | +7.2% |
| Q2 2022 | $449,000 | +14.5% | 9,130 | +13.4% | 0.50% | +24.5% |
| Q1 2022 | $392,000 | +2.3% | 8,051 | +7.0% | 0.40% | +10.4% |
| Q4 2021 | $383,000 | – | 7,523 | – | 0.37% | – |
Download | ||||||
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% |