SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 165 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,908,417 | +4.3% | 81,612 | +4.7% | 0.11% | +3.8% |
| Q2 2023 | $3,745,708 | -3.9% | 77,938 | -2.4% | 0.10% | -8.7% |
| Q1 2023 | $3,897,932 | -11.3% | 79,892 | -12.3% | 0.12% | -29.4% |
| Q4 2022 | $4,393,458 | -17.9% | 91,075 | -16.3% | 0.16% | -26.6% |
| Q2 2022 | $5,354,000 | +7.2% | 108,841 | +8.0% | 0.22% | +24.7% |
| Q1 2022 | $4,994,000 | +694.0% | 100,816 | +708.3% | 0.18% | +154.3% |
| Q2 2017 | $629,000 | -48.9% | 12,473 | -48.9% | 0.07% | -49.3% |
| Q1 2017 | $1,231,000 | -34.6% | 24,392 | -34.0% | 0.14% | -49.3% |
| Q2 2016 | $1,883,000 | – | 36,943 | – | 0.27% | – |
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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% |