SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $241,000 | -2.4% | 4,862 | 0.0% | 0.07% | +3.0% |
| Q4 2021 | $247,000 | -14.8% | 4,862 | -14.2% | 0.07% | -19.3% |
| Q3 2021 | $290,000 | -0.3% | 5,665 | 0.0% | 0.08% | +2.5% |
| Q2 2021 | $291,000 | -25.8% | 5,665 | -26.0% | 0.08% | -37.2% |
| Q1 2021 | $392,000 | -0.3% | 7,656 | 0.0% | 0.13% | -1.5% |
| Q4 2020 | $393,000 | +12.0% | 7,656 | +12.2% | 0.13% | -12.1% |
| Q3 2020 | $351,000 | -0.3% | 6,825 | 0.0% | 0.15% | -6.9% |
| Q2 2020 | $352,000 | -4.6% | 6,825 | -4.4% | 0.16% | -22.0% |
| Q1 2020 | $369,000 | -6.8% | 7,140 | -9.1% | 0.20% | +13.3% |
| Q4 2019 | $396,000 | – | 7,855 | – | 0.18% | – |
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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% |