SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $243,000 | -2.4% | 4,898 | 0.0% | 0.16% | +0.6% |
| Q4 2021 | $249,000 | -15.0% | 4,898 | -14.4% | 0.15% | -23.4% |
| Q3 2021 | $293,000 | -13.6% | 5,724 | -13.6% | 0.20% | -23.6% |
| Q2 2021 | $339,000 | -9.8% | 6,622 | -9.6% | 0.26% | -22.6% |
| Q1 2021 | $376,000 | -7.4% | 7,324 | -7.4% | 0.34% | -7.6% |
| Q4 2020 | $406,000 | -12.3% | 7,909 | -12.1% | 0.37% | -23.0% |
| Q3 2020 | $463,000 | -0.2% | 8,995 | 0.0% | 0.48% | -14.0% |
| Q2 2020 | $464,000 | -0.2% | 8,995 | 0.0% | 0.56% | -9.6% |
| Q1 2020 | $465,000 | -19.6% | 8,995 | +99844.4% | 0.62% | +38.8% |
| Q4 2019 | $578,000 | – | 9 | – | 0.44% | – |
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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% |