SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,182,066 | +4.6% | 108,208 | +4.9% | 6.82% | +2.3% |
| Q2 2023 | $4,955,734 | +5.2% | 103,116 | +6.8% | 6.67% | +1.9% |
| Q1 2023 | $4,710,225 | +241326.2% | 96,541 | +138.7% | 6.54% | +110.2% |
| Q4 2022 | $1,951 | -100.0% | 40,444 | -51.7% | 3.11% | -55.4% |
| Q3 2022 | $4,038,000 | +9.4% | 83,672 | +11.5% | 6.98% | +16.6% |
| Q2 2022 | $3,690,000 | -20.6% | 75,025 | -20.0% | 5.98% | -12.8% |
| Q1 2022 | $4,648,000 | -3.3% | 93,823 | -0.7% | 6.86% | +0.1% |
| Q4 2021 | $4,807,000 | – | 94,526 | – | 6.85% | – |
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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% |