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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $240,959 | -15.7% | 4,995 | -15.6% | 0.05% | -34.6% |
| Q3 2022 | $286,000 | -82.0% | 5,919 | -81.7% | 0.08% | -81.8% |
| Q2 2022 | $1,588,000 | -49.4% | 32,281 | -49.0% | 0.43% | -47.0% |
| Q1 2022 | $3,139,000 | -99.7% | 63,355 | +215.9% | 0.81% | +221.9% |
| Q4 2021 | $1,019,796,000 | +54318.1% | 20,055 | -45.2% | 0.25% | -73.2% |
| Q3 2021 | $1,874,000 | +45.8% | 36,611 | +45.9% | 0.94% | -8.9% |
| Q2 2021 | $1,285,000 | -16.1% | 25,089 | -15.9% | 1.03% | -13.8% |
| Q1 2021 | $1,531,000 | +242.5% | 29,833 | +331377.8% | 1.19% | +229.3% |
| Q4 2020 | $447,000 | 0.0% | 9 | -99.9% | 0.36% | +2.5% |
| Q3 2020 | $447,000 | -60.4% | 8,699 | -60.2% | 0.35% | -50.9% |
| Q2 2020 | $1,129,000 | -72.0% | 21,865 | -71.9% | 0.72% | -82.5% |
| Q1 2020 | $4,031,000 | +776.3% | 77,927 | +756.1% | 4.10% | +1023.0% |
| Q4 2019 | $460,000 | – | 9,103 | – | 0.36% | – |
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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% |