SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $548,000 | -2.0% | 11,357 | 0.0% | 0.09% | +7.1% |
| Q2 2022 | $559,000 | -12.0% | 11,357 | -11.4% | 0.08% | -4.5% |
| Q1 2022 | $635,000 | -3.1% | 12,816 | -0.5% | 0.09% | -4.3% |
| Q4 2021 | $655,000 | -0.8% | 12,885 | 0.0% | 0.09% | -10.6% |
| Q3 2021 | $660,000 | -0.9% | 12,885 | -0.9% | 0.10% | -2.8% |
| Q2 2021 | $666,000 | -0.1% | 13,000 | 0.0% | 0.11% | -6.1% |
| Q1 2021 | $667,000 | -4.6% | 13,000 | -4.4% | 0.11% | -12.3% |
| Q4 2020 | $699,000 | -0.1% | 13,600 | 0.0% | 0.13% | -16.1% |
| Q3 2020 | $700,000 | -0.3% | 13,600 | 0.0% | 0.16% | -6.1% |
| Q2 2020 | $702,000 | -0.3% | 13,600 | 0.0% | 0.16% | -13.2% |
| Q1 2020 | $704,000 | +2.5% | 13,600 | 0.0% | 0.19% | +31.9% |
| Q4 2019 | $687,000 | -0.3% | 13,600 | 0.0% | 0.14% | -5.3% |
| Q3 2019 | $689,000 | +0.1% | 13,600 | 0.0% | 0.15% | -5.6% |
| Q2 2019 | $688,000 | – | 13,600 | – | 0.16% | – |
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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% |