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 | $1,233,455 | +3.3% | 25,756 | +3.6% | 0.90% | +2.2% |
| Q2 2023 | $1,194,291 | +3.9% | 24,850 | +5.5% | 0.88% | +1.7% |
| Q1 2023 | $1,148,956 | +0.4% | 23,549 | -0.7% | 0.86% | -7.6% |
| Q4 2022 | $1,144,012 | +0.3% | 23,715 | +0.3% | 0.93% | -9.8% |
| Q3 2022 | $1,141,000 | -0.7% | 23,645 | +1.4% | 1.04% | +5.6% |
| Q2 2022 | $1,149,000 | -99.9% | 23,323 | -0.7% | 0.98% | +5.7% |
| Q1 2022 | $1,163,298,000 | +102393.2% | 23,482 | +4.7% | 0.93% | -4.9% |
| Q4 2021 | $1,135,000 | – | 22,429 | – | 0.98% | – |
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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% |