SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $562,329 | -0.7% | 11,560 | -1.5% | 0.42% | -1.4% |
| Q4 2022 | $566,362 | -0.3% | 11,732 | -0.8% | 0.42% | -0.7% |
| Q3 2022 | $568,000 | -7.2% | 11,832 | -4.8% | 0.42% | -4.1% |
| Q2 2022 | $612,000 | -11.2% | 12,435 | -10.9% | 0.44% | -0.2% |
| Q1 2022 | $689,000 | -0.6% | 13,950 | +2.1% | 0.44% | +1.8% |
| Q4 2021 | $693,000 | +13.1% | 13,667 | +14.1% | 0.44% | +1.9% |
| Q3 2021 | $613,000 | -2.2% | 11,979 | -2.2% | 0.43% | -0.2% |
| Q2 2021 | $627,000 | +2.8% | 12,251 | +3.0% | 0.43% | -4.5% |
| Q1 2021 | $610,000 | +11.3% | 11,890 | +11.5% | 0.45% | -1.5% |
| Q4 2020 | $548,000 | +3.0% | 10,659 | +3.2% | 0.46% | -13.3% |
| Q3 2020 | $532,000 | +29.4% | 10,325 | +29.6% | 0.52% | +25.3% |
| Q2 2020 | $411,000 | +29.2% | 7,967 | +29.3% | 0.42% | +9.1% |
| Q1 2020 | $318,000 | -48.2% | 6,161 | -49.4% | 0.38% | -32.0% |
| Q4 2019 | $614,000 | -0.3% | 12,166 | -0.1% | 0.56% | +2.7% |
| Q3 2019 | $616,000 | +3.9% | 12,176 | +3.6% | 0.55% | -0.4% |
| Q2 2019 | $593,000 | -0.8% | 11,749 | -1.7% | 0.55% | -1.8% |
| Q1 2019 | $598,000 | -6.0% | 11,949 | -6.3% | 0.56% | -20.4% |
| Q4 2018 | $636,000 | +18.0% | 12,751 | +17.3% | 0.71% | +43.5% |
| Q3 2018 | $539,000 | -2.4% | 10,867 | -2.0% | 0.49% | -8.4% |
| Q2 2018 | $552,000 | – | 11,092 | – | 0.54% | – |
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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% |