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 | $1,119,349 | -0.0% | 23,455 | +0.7% | 0.65% | +2.8% |
| Q2 2023 | $1,119,798 | -5.7% | 23,300 | -4.5% | 0.64% | -10.9% |
| Q1 2023 | $1,187,354 | -3.6% | 24,386 | -4.5% | 0.71% | -9.3% |
| Q4 2022 | $1,231,856 | -99.9% | 25,536 | -8.1% | 0.79% | -16.5% |
| Q3 2022 | $1,341,241,000 | +1.5% | 27,792 | +3.4% | 0.94% | +5.6% |
| Q2 2022 | $1,321,538,000 | -17.9% | 26,866 | -17.3% | 0.89% | -13.2% |
| Q1 2022 | $1,609,257,000 | -40.8% | 32,484 | -39.2% | 1.03% | -37.4% |
| Q4 2021 | $2,716,864,000 | -4.3% | 53,429 | -3.6% | 1.64% | -10.9% |
| Q3 2021 | $2,839,389,000 | +5721.6% | 55,446 | -97.8% | 1.84% | +7.3% |
| Q2 2021 | $48,773,000 | +1852.5% | 2,500,591 | +5032.4% | 1.72% | -1.7% |
| Q1 2021 | $2,498,000 | -5.8% | 48,722 | -5.7% | 1.75% | -11.8% |
| Q4 2020 | $2,653,000 | – | 51,663 | – | 1.98% | – |
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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% |