SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,308 | -0.4% | 5,707 | 0.0% | 0.10% | +9.0% |
| Q2 2023 | $274,278 | -1.5% | 5,707 | 0.0% | 0.09% | -13.6% |
| Q1 2023 | $278,445 | +1.1% | 5,707 | 0.0% | 0.10% | -4.6% |
| Q4 2022 | $275,306 | +0.1% | 5,707 | 0.0% | 0.11% | -3.6% |
| Q3 2022 | $275,000 | -12.7% | 5,707 | -10.8% | 0.11% | -9.7% |
| Q2 2022 | $315,000 | -52.4% | 6,399 | -52.1% | 0.12% | -49.4% |
| Q1 2022 | $662,000 | -65.2% | 13,356 | -64.3% | 0.24% | -67.9% |
| Q4 2021 | $1,902,000 | -38.6% | 37,395 | -38.2% | 0.76% | -57.1% |
| Q3 2021 | $3,096,000 | +226.6% | 60,471 | +227.2% | 1.78% | +210.1% |
| Q2 2021 | $948,000 | 0.0% | 18,482 | 0.0% | 0.57% | -3.0% |
| Q1 2021 | $948,000 | +9.5% | 18,482 | +9.7% | 0.59% | -5.1% |
| Q4 2020 | $866,000 | – | 16,852 | – | 0.62% | – |
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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% |