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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $216,000 | +22.7% | 4,366 | +26.0% | 0.00% | – |
| Q4 2021 | $176,000 | +61.5% | 3,466 | +30.5% | 0.00% | – |
| Q3 2021 | $109,000 | -35.9% | 2,656 | -19.9% | 0.00% | – |
| Q2 2021 | $170,000 | -23.1% | 3,316 | -23.2% | 0.00% | – |
| Q1 2021 | $221,000 | -0.5% | 4,316 | 0.0% | 0.00% | – |
| Q4 2020 | $222,000 | +8.8% | 4,316 | +9.1% | 0.00% | – |
| Q3 2020 | $204,000 | 0.0% | 3,955 | 0.0% | 0.00% | – |
| Q2 2020 | $204,000 | -0.5% | 3,955 | 0.0% | 0.00% | – |
| Q1 2020 | $205,000 | +2.5% | 3,955 | 0.0% | 0.00% | – |
| Q4 2019 | $200,000 | – | 3,955 | – | 0.00% | – |
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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% |