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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $344,000 | -7.0% | 6,989 | -6.3% | 0.10% | 0.0% |
| Q1 2022 | $370,000 | -0.8% | 7,462 | +0.4% | 0.10% | -56.5% |
| Q4 2021 | $373,000 | -3.6% | 7,435 | -1.7% | 0.23% | +64.3% |
| Q3 2021 | $387,000 | -5.6% | 7,567 | -5.5% | 0.14% | -13.0% |
| Q2 2021 | $410,000 | -0.2% | 8,011 | 0.0% | 0.16% | -7.5% |
| Q1 2021 | $411,000 | -4.9% | 8,011 | -4.6% | 0.17% | -13.0% |
| Q4 2020 | $432,000 | -0.7% | 8,400 | -0.5% | 0.20% | -11.5% |
| Q3 2020 | $435,000 | -0.9% | 8,439 | -0.8% | 0.23% | -7.0% |
| Q2 2020 | $439,000 | -0.2% | 8,508 | 0.0% | 0.24% | -15.0% |
| Q1 2020 | $440,000 | +2.1% | 8,508 | -0.4% | 0.29% | +24.3% |
| Q4 2019 | $431,000 | -0.2% | 8,544 | +0.0% | 0.23% | -6.1% |
| Q3 2019 | $432,000 | +17.1% | 8,543 | +17.3% | 0.24% | +12.4% |
| Q2 2019 | $369,000 | -1.1% | 7,285 | -2.0% | 0.22% | -5.2% |
| Q1 2019 | $373,000 | – | 7,435 | – | 0.23% | – |
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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% |