SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,742,000 | -49.3% | 160,423 | -48.4% | 3.58% | +2.0% |
| Q2 2022 | $15,282,000 | +755.7% | 310,688 | +761.7% | 3.51% | +377.7% |
| Q1 2022 | $1,786,000 | -48.5% | 36,056 | -47.2% | 0.74% | -51.2% |
| Q4 2021 | $3,470,000 | +18.7% | 68,245 | +19.5% | 1.50% | +26.8% |
| Q3 2021 | $2,924,000 | +0.1% | 57,118 | +0.2% | 1.19% | +1.5% |
| Q2 2021 | $2,920,000 | -73.7% | 56,999 | -73.6% | 1.17% | -74.6% |
| Q1 2021 | $11,092,000 | +7.7% | 216,172 | +7.9% | 4.60% | +5.6% |
| Q4 2020 | $10,297,000 | +3.4% | 200,369 | +3.6% | 4.36% | +2.2% |
| Q3 2020 | $9,963,000 | +0.5% | 193,451 | +0.7% | 4.26% | -6.5% |
| Q2 2020 | $9,918,000 | -36.1% | 192,096 | -36.0% | 4.56% | -16.6% |
| Q1 2020 | $15,532,000 | +367.8% | 300,253 | +356.6% | 5.47% | +365.4% |
| Q4 2019 | $3,320,000 | – | 65,764 | – | 1.18% | – |
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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% |