SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 560 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,491 | -45.6% | 887 | -45.4% | 0.00% | – |
| Q2 2023 | $78,158 | +412.5% | 1,626 | +421.2% | 0.00% | – |
| Q1 2023 | $15,250 | -52.5% | 312 | -53.2% | 0.00% | – |
| Q4 2022 | $32,128 | -15.5% | 666 | -15.5% | 0.00% | – |
| Q3 2022 | $38,000 | +1166.7% | 788 | +1332.7% | 0.00% | – |
| Q2 2022 | $3,000 | -50.0% | 55 | -56.3% | 0.00% | – |
| Q1 2022 | $6,000 | -89.8% | 126 | -89.1% | 0.00% | – |
| Q4 2021 | $59,000 | +145.8% | 1,153 | +144.8% | 0.00% | – |
| Q3 2021 | $24,000 | -63.1% | 471 | -62.9% | 0.00% | – |
| Q2 2021 | $65,000 | +116.7% | 1,268 | +119.4% | 0.00% | – |
| Q1 2021 | $30,000 | +200.0% | 578 | +207.4% | 0.00% | – |
| Q4 2020 | $10,000 | -92.1% | 188 | -92.3% | 0.00% | – |
| Q3 2020 | $126,000 | -5.3% | 2,444 | -5.2% | 0.00% | – |
| Q2 2020 | $133,000 | +638.9% | 2,579 | +618.4% | 0.00% | – |
| Q1 2020 | $18,000 | -5.3% | 359 | -2.4% | 0.00% | – |
| Q4 2019 | $19,000 | -34.5% | 368 | -36.7% | 0.00% | – |
| Q3 2019 | $29,000 | – | 581 | +11520.0% | 0.00% | – |
| Q1 2019 | $0 | – | 5 | +150.0% | 0.00% | – |
| Q4 2018 | $0 | – | 2 | – | 0.00% | – |
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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% |