SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,947 | -1.5% | 290 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $14,159 | +1.1% | 290 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $13,999 | -6.7% | 290 | -7.9% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 315 | -5.7% | 0.01% | 0.0% |
| Q2 2022 | $16,000 | -52.9% | 334 | -50.0% | 0.01% | 0.0% |
| Q1 2022 | $34,000 | +100.0% | 668 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $17,000 | 0.0% | 334 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $17,000 | +1600.0% | 334 | +1657.9% | 0.01% | +700.0% |
| Q2 2021 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | -94.1% | 19 | -94.3% | 0.00% | -92.3% |
| Q3 2020 | $17,000 | 0.0% | 332 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $17,000 | 0.0% | 331 | +0.3% | 0.01% | -18.8% |
| Q1 2020 | $17,000 | -37.0% | 330 | -37.6% | 0.02% | -30.4% |
| Q4 2019 | $27,000 | – | 529 | – | 0.02% | – |
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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% |