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 | $2,189,000 | +599.4% | 45,376 | +612.1% | 0.73% | +543.9% |
| Q2 2022 | $313,000 | +39.1% | 6,372 | +40.5% | 0.11% | +67.6% |
| Q1 2022 | $225,000 | -32.6% | 4,535 | -31.0% | 0.07% | -45.6% |
| Q4 2021 | $334,000 | -12.8% | 6,575 | -12.3% | 0.12% | -31.7% |
| Q3 2021 | $383,000 | +7.9% | 7,497 | +8.2% | 0.18% | +17.3% |
| Q2 2021 | $355,000 | -99.8% | 6,928 | +135.5% | 0.16% | +45.8% |
| Q3 2020 | $151,516,000 | +56647.6% | 2,942 | -45.2% | 0.11% | -55.4% |
| Q4 2018 | $267,000 | – | 5,366 | – | 0.24% | – |
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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% |