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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,647 | +0.7% | 6,236 | +1.0% | 0.21% | +3.9% |
| Q2 2023 | $296,718 | -0.6% | 6,174 | +0.9% | 0.21% | -4.2% |
| Q1 2023 | $298,551 | +1.6% | 6,119 | +0.5% | 0.22% | -2.3% |
| Q4 2022 | $293,705 | +0.6% | 6,088 | +0.7% | 0.22% | -8.7% |
| Q3 2022 | $292,000 | -1.4% | 6,044 | +0.4% | 0.24% | -11.4% |
| Q2 2022 | $296,000 | -66.9% | 6,022 | -66.6% | 0.27% | +35.3% |
| Q1 2022 | $894,000 | +46.3% | 18,037 | +50.1% | 0.20% | +17.5% |
| Q4 2021 | $611,000 | -0.7% | 12,017 | +0.1% | 0.17% | -12.3% |
| Q3 2021 | $615,000 | +100.3% | 12,005 | +100.2% | 0.20% | -14.5% |
| Q2 2021 | $307,000 | 0.0% | 5,997 | +0.1% | 0.23% | -9.5% |
| Q1 2021 | $307,000 | -0.3% | 5,990 | +0.1% | 0.25% | -7.7% |
| Q4 2020 | $308,000 | – | 5,984 | – | 0.27% | – |
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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% |