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 | $3,562,633 | -1.0% | 74,392 | -0.6% | 3.17% | -0.8% |
| Q2 2023 | $3,597,339 | -0.9% | 74,851 | +0.6% | 3.20% | -4.5% |
| Q1 2023 | $3,630,757 | +0.1% | 74,416 | -1.0% | 3.35% | -0.7% |
| Q4 2022 | $3,627,793 | -25.0% | 75,203 | -25.0% | 3.37% | -32.3% |
| Q3 2022 | $4,839,000 | -4.0% | 100,266 | -2.2% | 4.98% | -1.8% |
| Q2 2022 | $5,041,000 | +0.2% | 102,488 | +0.9% | 5.07% | +10.0% |
| Q1 2022 | $5,030,000 | -2.8% | 101,526 | -0.3% | 4.61% | -2.4% |
| Q4 2021 | $5,177,000 | – | 101,811 | – | 4.72% | – |
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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% |