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 2021 | $245,000 | -14.3% | 4,801 | -14.3% | 0.03% | -17.6% |
| Q2 2021 | $286,000 | +5.5% | 5,601 | +5.7% | 0.03% | -20.9% |
| Q1 2021 | $271,000 | +10.2% | 5,301 | +10.4% | 0.04% | -15.7% |
| Q4 2020 | $246,000 | -31.9% | 4,801 | -31.5% | 0.05% | -42.7% |
| Q3 2020 | $361,000 | -28.8% | 7,010 | -28.7% | 0.09% | -39.0% |
| Q2 2020 | $507,000 | -42.8% | 9,829 | -42.7% | 0.15% | -51.8% |
| Q1 2020 | $887,000 | – | 17,141 | – | 0.30% | – |
Download | ||||||
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% |