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 2022 | $883,000 | -2.3% | 18,302 | -0.4% | 0.90% | +0.3% |
| Q2 2022 | $904,000 | +128.9% | 18,368 | +130.6% | 0.89% | +187.7% |
| Q1 2022 | $395,000 | -10.4% | 7,966 | -8.1% | 0.31% | -6.1% |
| Q4 2021 | $441,000 | -19.1% | 8,664 | -18.6% | 0.33% | -24.8% |
| Q3 2021 | $545,000 | +7.3% | 10,642 | +7.6% | 0.44% | -9.3% |
| Q1 2021 | $508,000 | -47.0% | 9,893 | -47.0% | 0.48% | -54.6% |
| Q4 2020 | $959,000 | – | 18,656 | – | 1.07% | – |
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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% |