SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $241 | -99.9% | 5,006 | +20.2% | 0.01% | 0.0% |
| Q1 2021 | $214,000 | +4.4% | 4,166 | +4.7% | 0.01% | -12.5% |
| Q4 2020 | $205,000 | 0.0% | 3,980 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $205,000 | -60.8% | 3,980 | -60.7% | 0.01% | -64.0% |
| Q2 2020 | $523,000 | +37.6% | 10,139 | +38.0% | 0.02% | +13.6% |
| Q1 2020 | $380,000 | -5.2% | 7,349 | -7.5% | 0.02% | +15.8% |
| Q4 2019 | $401,000 | -7.2% | 7,945 | -7.0% | 0.02% | -13.6% |
| Q3 2019 | $432,000 | +34.2% | 8,544 | +34.4% | 0.02% | +22.2% |
| Q2 2019 | $322,000 | – | 6,359 | – | 0.02% | – |
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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% |