SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,320 | -24.8% | 5,749 | -24.6% | 0.02% | -24.1% |
| Q2 2023 | $366,217 | -38.6% | 7,620 | -37.7% | 0.03% | -43.1% |
| Q1 2023 | $596,604 | +93705.7% | 12,228 | -7.2% | 0.05% | -13.6% |
| Q4 2022 | $636 | -99.9% | 13,178 | +36.2% | 0.06% | +20.4% |
| Q3 2022 | $467,000 | +19.7% | 9,678 | +22.1% | 0.05% | +40.0% |
| Q2 2022 | $390,000 | +34.9% | 7,924 | +35.7% | 0.04% | +52.2% |
| Q1 2022 | $289,000 | -46.2% | 5,841 | -44.7% | 0.02% | -47.7% |
| Q4 2021 | $537,000 | +1.3% | 10,566 | +2.4% | 0.04% | -25.4% |
| Q4 2020 | $530,000 | -36.3% | 10,322 | -36.1% | 0.06% | -49.6% |
| Q3 2020 | $832,000 | -54.4% | 16,157 | -54.3% | 0.12% | -57.9% |
| Q2 2020 | $1,826,000 | -58.3% | 35,376 | -58.2% | 0.28% | -66.3% |
| Q1 2020 | $4,379,000 | – | 84,652 | – | 0.82% | – |
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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% |