SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,864 | +1.1% | 5,468 | +1.5% | 0.05% | +2.2% |
| Q2 2023 | $258,947 | -38.8% | 5,388 | -34.7% | 0.05% | -72.5% |
| Q1 2021 | $423,000 | -15.6% | 8,253 | -15.4% | 0.17% | -22.0% |
| Q4 2020 | $501,000 | +25.9% | 9,753 | +25.6% | 0.21% | +7.0% |
| Q3 2020 | $398,000 | +52.5% | 7,763 | +53.6% | 0.20% | +13.0% |
| Q2 2020 | $261,000 | -15.5% | 5,053 | -15.4% | 0.18% | -35.6% |
| Q1 2020 | $309,000 | -1.0% | 5,973 | -3.2% | 0.28% | +11.8% |
| Q4 2019 | $312,000 | – | 6,173 | – | 0.25% | – |
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% |