SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $690,334 | +0.6% | 14,415 | +1.0% | 0.01% | +10.0% |
| Q2 2023 | $685,913 | +43.6% | 14,272 | +45.7% | 0.01% | +25.0% |
| Q1 2023 | $477,800 | +93402.9% | 9,793 | -7.5% | 0.01% | 0.0% |
| Q4 2022 | $511 | -99.9% | 10,586 | -3.3% | 0.01% | -11.1% |
| Q3 2022 | $528,000 | -11.7% | 10,949 | -9.9% | 0.01% | 0.0% |
| Q2 2022 | $598,000 | +2.4% | 12,156 | +3.1% | 0.01% | +12.5% |
| Q1 2022 | $584,000 | -19.4% | 11,786 | -17.3% | 0.01% | -11.1% |
| Q4 2021 | $725,000 | +1.4% | 14,249 | +2.1% | 0.01% | -43.8% |
| Q3 2021 | $715,000 | +3.6% | 13,959 | +3.6% | 0.02% | 0.0% |
| Q2 2021 | $690,000 | +19.6% | 13,479 | +19.9% | 0.02% | +14.3% |
| Q1 2021 | $577,000 | +1.2% | 11,239 | +1.3% | 0.01% | -6.7% |
| Q4 2020 | $570,000 | – | 11,094 | – | 0.02% | – |
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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% |