SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $639,855 | +22.7% | 13,361 | +23.2% | 0.29% | +22.4% |
| Q2 2023 | $521,371 | +33.4% | 10,848 | +35.5% | 0.24% | +28.1% |
| Q1 2023 | $390,687 | +30.7% | 8,008 | +29.3% | 0.18% | +35.0% |
| Q4 2022 | $298,814 | -3.3% | 6,194 | -3.3% | 0.14% | -48.9% |
| Q3 2022 | $309,000 | -20.8% | 6,403 | -19.2% | 0.27% | -17.5% |
| Q2 2022 | $390,000 | -91.3% | 7,929 | -91.3% | 0.32% | -89.7% |
| Q1 2022 | $4,508,000 | +2.3% | 91,003 | +5.0% | 3.16% | -2.7% |
| Q4 2021 | $4,408,000 | – | 86,684 | – | 3.25% | – |
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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% |