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 | $322,444 | -13.0% | 6,733 | -12.7% | 0.02% | -10.0% |
| Q2 2023 | $370,687 | +26.2% | 7,713 | +28.1% | 0.02% | +17.6% |
| Q1 2023 | $293,814 | -7.3% | 6,022 | -8.4% | 0.02% | -15.0% |
| Q4 2022 | $317,033 | -9.9% | 6,572 | -9.9% | 0.02% | -13.0% |
| Q3 2022 | $352,000 | -12.9% | 7,296 | -11.1% | 0.02% | -8.0% |
| Q2 2022 | $404,000 | -15.8% | 8,205 | -15.4% | 0.02% | 0.0% |
| Q1 2022 | $480,000 | -3.6% | 9,694 | -1.0% | 0.02% | 0.0% |
| Q4 2021 | $498,000 | +5.3% | 9,794 | +6.1% | 0.02% | -7.4% |
| Q3 2021 | $473,000 | -1.5% | 9,234 | -1.5% | 0.03% | -3.6% |
| Q2 2021 | $480,000 | +19.1% | 9,378 | +19.3% | 0.03% | +3.7% |
| Q1 2021 | $403,000 | +7.5% | 7,863 | +7.7% | 0.03% | 0.0% |
| Q4 2020 | $375,000 | -2.8% | 7,298 | -2.7% | 0.03% | -10.0% |
| Q3 2020 | $386,000 | -0.5% | 7,503 | -0.2% | 0.03% | -9.1% |
| Q2 2020 | $388,000 | -16.2% | 7,521 | -15.9% | 0.03% | -28.3% |
| Q1 2020 | $463,000 | -42.8% | 8,946 | -44.2% | 0.05% | -28.1% |
| Q4 2019 | $810,000 | – | 16,046 | – | 0.06% | – |
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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% |