SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,233,673 | +0.2% | 25,771 | +0.6% | 0.89% | -0.6% |
| Q2 2023 | $1,231,589 | -9.6% | 25,626 | -8.5% | 0.89% | -7.9% |
| Q1 2023 | $1,362,732 | -6.6% | 27,994 | -7.0% | 0.97% | +1.1% |
| Q4 2022 | $1,458,431 | -9.5% | 30,089 | -10.3% | 0.96% | -14.0% |
| Q3 2022 | $1,611,000 | -5.8% | 33,550 | -3.7% | 1.12% | -0.3% |
| Q2 2022 | $1,710,000 | +35.9% | 34,851 | +37.1% | 1.12% | +37.6% |
| Q1 2022 | $1,258,000 | +64.9% | 25,415 | +68.9% | 0.81% | +77.1% |
| Q4 2021 | $763,000 | -26.4% | 15,049 | -25.7% | 0.46% | -26.3% |
| Q3 2021 | $1,036,000 | -0.1% | 20,251 | +0.0% | 0.62% | -1.1% |
| Q2 2021 | $1,037,000 | -12.9% | 20,242 | -12.7% | 0.63% | -17.0% |
| Q1 2021 | $1,190,000 | -28.1% | 23,198 | -28.0% | 0.76% | -40.5% |
| Q4 2020 | $1,655,000 | +22.8% | 32,209 | +23.0% | 1.28% | +0.1% |
| Q3 2020 | $1,348,000 | -0.7% | 26,191 | -0.4% | 1.27% | -15.9% |
| Q2 2020 | $1,358,000 | -15.0% | 26,309 | -14.8% | 1.52% | -29.2% |
| Q1 2020 | $1,597,000 | -87.3% | 30,875 | -87.6% | 2.14% | -85.1% |
| Q4 2019 | $12,565,000 | – | 248,366 | – | 14.33% | – |
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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% |