SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $876,386 | +23.7% | 18,300 | +24.2% | 0.71% | +31.1% |
| Q2 2023 | $708,356 | -67.3% | 14,739 | -66.8% | 0.54% | -67.1% |
| Q1 2023 | $2,162,958 | -49.5% | 44,332 | -50.1% | 1.64% | -45.0% |
| Q4 2022 | $4,284,099 | +703.8% | 88,808 | +704.2% | 2.99% | +665.6% |
| Q3 2022 | $533,000 | +661.4% | 11,043 | +673.3% | 0.39% | +712.5% |
| Q2 2022 | $70,000 | -1.4% | 1,428 | 0.0% | 0.05% | +4.3% |
| Q1 2022 | $71,000 | – | 1,428 | – | 0.05% | – |
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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% |