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 | $606,335 | -0.4% | 12,661 | 0.0% | 0.01% | +16.7% |
| Q2 2023 | $608,488 | +93947.6% | 12,661 | -4.5% | 0.01% | -14.3% |
| Q1 2023 | $647 | +0.5% | 13,261 | -0.7% | 0.01% | 0.0% |
| Q4 2022 | $644 | -99.9% | 13,361 | -4.5% | 0.01% | -12.5% |
| Q3 2022 | $675,000 | -1.9% | 13,992 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $688,000 | -0.7% | 13,992 | +0.0% | 0.01% | +14.3% |
| Q1 2022 | $693,000 | -32.3% | 13,991 | -30.0% | 0.01% | +40.0% |
| Q3 2021 | $1,024,000 | +100.0% | 19,982 | +100.0% | 0.01% | 0.0% |
| Q2 2021 | $512,000 | +10.8% | 9,991 | +11.0% | 0.01% | 0.0% |
| Q1 2021 | $462,000 | -0.2% | 9,000 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $463,000 | -0.2% | 9,000 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $464,000 | -0.2% | 9,000 | 0.0% | 0.01% | -25.0% |
| Q2 2020 | $465,000 | -0.2% | 9,000 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $466,000 | +2.6% | 9,000 | 0.0% | 0.01% | +28.6% |
| Q4 2019 | $454,000 | -0.2% | 9,000 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $455,000 | 0.0% | 9,000 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $455,000 | +0.7% | 9,000 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $452,000 | +13.9% | 9,000 | +12.5% | 0.01% | +16.7% |
| Q3 2018 | $397,000 | – | 8,000 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,355,672 | $66,143,249 | 21.28% |
| Morningstar Investment Management LLC | 2,060,262 | $100,520 | 14.98% |
| Edgehill Endowment Partners, LLC | 1,259,008 | $61,427,003 | 12.27% |
| FLC Capital Advisors | 675,279 | $32,946,846 | 10.08% |
| Northeast Financial Group, Inc. | 285,137 | $13,859,334 | 10.00% |
| Altiora Financial Group, LLC | 439,503 | $21,443,335 | 9.89% |
| United Capital Management of KS, Inc. | 520,018 | $25,371,654 | 9.45% |
| Bell Investment Advisors, Inc | 825,770 | $40,289,336 | 9.43% |
| LOWERY THOMAS, LLC | 175,148 | $8,545,494 | 9.42% |
| Passive Capital Management, LLC. | 438,663 | $21,402,346 | 9.34% |