SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,295 | -99.9% | 633 | -99.9% | 0.01% | -99.9% |
| Q2 2023 | $41,059,705 | +1.9% | 854,343 | +3.5% | 9.11% | -3.4% |
| Q1 2023 | $40,289,336 | +9.9% | 825,770 | +8.7% | 9.43% | +3.3% |
| Q4 2022 | $36,645,916 | +17.6% | 759,658 | +17.6% | 9.12% | -5.7% |
| Q3 2022 | $31,170,000 | +16.0% | 645,886 | +18.3% | 9.68% | +17.4% |
| Q2 2022 | $26,867,000 | -1.9% | 546,198 | +1.4% | 8.24% | +9.7% |
| Q4 2021 | $27,383,000 | +4.4% | 538,510 | +5.1% | 7.51% | -3.3% |
| Q3 2021 | $26,239,000 | – | 512,585 | – | 7.77% | – |
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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% |