SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 560 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,617 | +97430.7% | 4,424 | -0.9% | 0.25% | -9.1% |
| Q1 2023 | $218 | -18.7% | 4,466 | -19.6% | 0.27% | -25.5% |
| Q4 2022 | $268 | -99.9% | 5,557 | -10.2% | 0.37% | -14.0% |
| Q3 2022 | $299,000 | -6.0% | 6,189 | -4.2% | 0.43% | -2.5% |
| Q2 2022 | $318,000 | -5.9% | 6,457 | -5.3% | 0.44% | +20.3% |
| Q1 2022 | $338,000 | -28.5% | 6,816 | -26.8% | 0.36% | -26.3% |
| Q4 2021 | $473,000 | – | 9,307 | – | 0.50% | – |
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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% |