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 | $570,418 | +0.3% | 11,911 | +0.7% | 1.83% | -12.3% |
| Q2 2023 | $568,550 | +9.0% | 11,830 | +10.7% | 2.08% | -1.9% |
| Q1 2023 | $521,370 | -4.3% | 10,686 | -5.4% | 2.12% | -19.4% |
| Q4 2022 | $544,871 | +7.5% | 11,295 | +7.5% | 2.63% | -7.8% |
| Q3 2022 | $507,000 | -6.6% | 10,505 | -4.9% | 2.85% | +3.8% |
| Q2 2022 | $543,000 | +2.3% | 11,046 | +3.1% | 2.75% | +14.8% |
| Q1 2022 | $531,000 | +4.7% | 10,709 | +7.4% | 2.39% | -4.1% |
| Q4 2021 | $507,000 | -24.3% | 9,974 | -23.8% | 2.50% | -37.3% |
| Q3 2021 | $670,000 | -4.7% | 13,085 | -4.6% | 3.98% | -24.7% |
| Q2 2021 | $703,000 | -1.4% | 13,718 | -1.2% | 5.29% | -36.2% |
| Q1 2021 | $713,000 | -3.9% | 13,887 | -3.9% | 8.29% | -50.0% |
| Q4 2020 | $742,000 | – | 14,445 | – | 16.59% | – |
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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% |