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 | $3,818,023 | -6.0% | 79,725 | -5.7% | 0.90% | -5.9% |
| Q2 2023 | $4,062,041 | -3.0% | 84,520 | -1.6% | 0.95% | -12.3% |
| Q1 2023 | $4,189,493 | +0.5% | 85,868 | -0.7% | 1.09% | +1.0% |
| Q4 2022 | $4,170,471 | -3.7% | 86,453 | -3.6% | 1.08% | -8.6% |
| Q3 2022 | $4,330,000 | +23.7% | 89,717 | +26.1% | 1.18% | +29.9% |
| Q2 2022 | $3,500,000 | +0.4% | 71,161 | +1.1% | 0.91% | +11.7% |
| Q1 2022 | $3,486,000 | +47.3% | 70,365 | +51.2% | 0.81% | +54.2% |
| Q4 2021 | $2,366,000 | -12.7% | 46,537 | -12.1% | 0.53% | -19.7% |
| Q3 2021 | $2,711,000 | -2.6% | 52,957 | -2.5% | 0.66% | -5.1% |
| Q2 2021 | $2,782,000 | -9.4% | 54,309 | -9.2% | 0.69% | -9.9% |
| Q1 2021 | $3,070,000 | -0.1% | 59,830 | +0.0% | 0.77% | -4.2% |
| Q4 2020 | $3,074,000 | -3.1% | 59,826 | -2.8% | 0.80% | -15.2% |
| Q3 2020 | $3,171,000 | -7.6% | 61,564 | -7.3% | 0.94% | -11.5% |
| Q2 2020 | $3,430,000 | -4.2% | 66,430 | -4.0% | 1.07% | -10.0% |
| Q1 2020 | $3,580,000 | -1.3% | 69,213 | -3.7% | 1.18% | +25.0% |
| Q4 2019 | $3,626,000 | -0.6% | 71,836 | -0.4% | 0.95% | -4.0% |
| Q3 2019 | $3,649,000 | – | 72,135 | – | 0.99% | – |
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% |