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 | $638,174 | -10.2% | 13,326 | -9.9% | 0.02% | -4.3% |
| Q2 2023 | $710,952 | +13.2% | 14,793 | +14.9% | 0.02% | +4.5% |
| Q1 2023 | $628,130 | -38.3% | 12,874 | -39.0% | 0.02% | -43.6% |
| Q4 2022 | $1,018,556 | +0.1% | 21,114 | +0.1% | 0.04% | -11.4% |
| Q3 2022 | $1,018,000 | -1.8% | 21,096 | +0.0% | 0.04% | 0.0% |
| Q2 2022 | $1,037,000 | +45.6% | 21,087 | +45.7% | 0.04% | +57.1% |
| Q1 2022 | $712,000 | -2.6% | 14,470 | +0.6% | 0.03% | +12.0% |
| Q4 2021 | $731,000 | +0.4% | 14,382 | +1.1% | 0.02% | -13.8% |
| Q3 2021 | $728,000 | -3.3% | 14,224 | -3.2% | 0.03% | -3.3% |
| Q2 2021 | $753,000 | -0.1% | 14,700 | +0.0% | 0.03% | -9.1% |
| Q1 2021 | $754,000 | -17.1% | 14,693 | -16.9% | 0.03% | -23.3% |
| Q4 2020 | $909,000 | +5.6% | 17,687 | +5.8% | 0.04% | -8.5% |
| Q3 2020 | $861,000 | +2.7% | 16,711 | +3.0% | 0.05% | -7.8% |
| Q2 2020 | $838,000 | +4.5% | 16,222 | +4.6% | 0.05% | -13.6% |
| Q1 2020 | $802,000 | -1.5% | 15,509 | -5.0% | 0.06% | +5.4% |
| Q4 2018 | $814,000 | +869.0% | 16,317 | +868.4% | 0.06% | +1020.0% |
| Q3 2018 | $84,000 | – | 1,685 | – | 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% |