SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $761,728 | +34.9% | 15,905 | +35.4% | 0.08% | +39.3% |
| Q2 2023 | $564,695 | +17.1% | 11,750 | +18.9% | 0.06% | +10.9% |
| Q1 2023 | $482,035 | -14.8% | 9,880 | -15.7% | 0.06% | -25.7% |
| Q4 2022 | $565,604 | -54.4% | 11,724 | -54.4% | 0.07% | -58.7% |
| Q3 2022 | $1,240,000 | -7.9% | 25,704 | -6.2% | 0.18% | -3.2% |
| Q2 2022 | $1,347,000 | -43.1% | 27,389 | -41.2% | 0.18% | -28.0% |
| Q4 2021 | $2,367,000 | -7.9% | 46,547 | -7.3% | 0.26% | -27.0% |
| Q3 2021 | $2,569,000 | +779.8% | 50,194 | +772.2% | 0.35% | +87.2% |
| Q3 2016 | $292,000 | – | 5,755 | – | 0.19% | – |
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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% |