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 2023 | $1,981,211 | -22.2% | 41,491 | -22.0% | 0.23% | -18.4% |
| Q2 2023 | $2,546,106 | -14.4% | 53,199 | -12.7% | 0.28% | -21.4% |
| Q1 2023 | $2,973,040 | -27.3% | 60,923 | -27.8% | 0.36% | -30.9% |
| Q4 2022 | $4,091,319 | -25.8% | 84,427 | -26.2% | 0.52% | -35.2% |
| Q3 2022 | $5,516,000 | -10.8% | 114,456 | -9.0% | 0.80% | -12.7% |
| Q2 2022 | $6,186,000 | -3.7% | 125,816 | -3.3% | 0.92% | +4.7% |
| Q1 2022 | $6,422,000 | -22.3% | 130,079 | -20.3% | 0.88% | -21.8% |
| Q4 2021 | $8,267,000 | -7.1% | 163,119 | -6.2% | 1.12% | -21.0% |
| Q3 2021 | $8,901,000 | +13.1% | 173,884 | +13.2% | 1.42% | +8.4% |
| Q2 2021 | $7,867,000 | +16.2% | 153,600 | +16.3% | 1.31% | +4.3% |
| Q1 2021 | $6,771,000 | +32.7% | 132,045 | +33.0% | 1.26% | +8.3% |
| Q4 2020 | $5,104,000 | +7.2% | 99,310 | +7.4% | 1.16% | -10.0% |
| Q3 2020 | $4,763,000 | +21.1% | 92,490 | +21.4% | 1.29% | -1.0% |
| Q2 2020 | $3,933,000 | +37.9% | 76,180 | +38.1% | 1.30% | +4.3% |
| Q1 2020 | $2,852,000 | +10.3% | 55,169 | +7.7% | 1.25% | +11.7% |
| Q4 2019 | $2,586,000 | -11.1% | 51,221 | -10.8% | 1.12% | -30.8% |
| Q3 2019 | $2,909,000 | +43.2% | 57,442 | +42.5% | 1.62% | +8.5% |
| Q2 2019 | $2,031,000 | +0.5% | 40,301 | +0.1% | 1.49% | -5.3% |
| Q1 2019 | $2,021,000 | – | 40,262 | – | 1.57% | – |
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% |