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 2020 | $1,258,000 | -66.9% | 24,850 | -66.3% | 0.95% | -52.5% |
| Q2 2020 | $3,805,000 | +202.5% | 73,698 | +196.6% | 1.99% | +110.3% |
| Q1 2020 | $1,258,000 | +374.7% | 24,850 | +374.0% | 0.95% | +348.8% |
| Q4 2019 | $265,000 | -78.9% | 5,243 | -78.9% | 0.21% | -77.7% |
| Q3 2019 | $1,258,000 | -55.0% | 24,850 | -55.0% | 0.95% | -61.1% |
| Q2 2019 | $2,793,000 | -13.8% | 55,213 | -14.5% | 2.44% | -18.8% |
| Q1 2019 | $3,240,000 | -3.2% | 64,546 | -3.7% | 3.00% | +1.8% |
| Q4 2018 | $3,346,000 | – | 67,047 | – | 2.94% | – |
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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% |