SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,183 | -0.4% | 5,245 | 0.0% | 0.09% | +1.1% |
| Q2 2023 | $252,075 | -1.5% | 5,245 | 0.0% | 0.09% | -5.3% |
| Q1 2023 | $255,904 | +1.1% | 5,245 | 0.0% | 0.10% | -6.9% |
| Q4 2022 | $253,019 | +0.0% | 5,245 | 0.0% | 0.10% | -7.3% |
| Q3 2022 | $253,000 | -1.9% | 5,245 | 0.0% | 0.11% | -0.9% |
| Q2 2022 | $258,000 | -0.8% | 5,245 | 0.0% | 0.11% | -30.6% |
| Q1 2022 | $260,000 | -2.6% | 5,245 | 0.0% | 0.16% | +41.6% |
| Q4 2021 | $267,000 | -16.6% | 5,245 | -16.0% | 0.11% | -26.1% |
| Q3 2021 | $320,000 | 0.0% | 6,245 | 0.0% | 0.15% | -12.1% |
| Q2 2021 | $320,000 | -20.6% | 6,245 | -20.4% | 0.17% | -47.1% |
| Q1 2021 | $403,000 | – | 7,849 | – | 0.33% | – |
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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% |