SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 467 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,194,000 | -1.9% | 24,265 | -1.2% | 0.07% | +16.4% |
| Q1 2022 | $1,217,000 | -2.6% | 24,565 | 0.0% | 0.06% | +1.7% |
| Q4 2021 | $1,249,000 | -0.9% | 24,565 | -0.2% | 0.06% | -11.8% |
| Q3 2021 | $1,260,000 | -0.1% | 24,620 | 0.0% | 0.07% | +3.0% |
| Q2 2021 | $1,261,000 | -32.3% | 24,620 | -32.2% | 0.07% | -36.5% |
| Q1 2021 | $1,864,000 | -3.8% | 36,320 | -3.7% | 0.10% | -11.9% |
| Q4 2020 | $1,938,000 | +1.6% | 37,720 | +1.9% | 0.12% | -10.6% |
| Q3 2020 | $1,907,000 | -10.4% | 37,020 | -10.2% | 0.13% | -14.3% |
| Q2 2020 | $2,128,000 | +2.6% | 41,220 | +2.7% | 0.15% | -11.5% |
| Q1 2020 | $2,075,000 | +3.8% | 40,120 | +1.3% | 0.17% | +27.9% |
| Q4 2019 | $2,000,000 | -0.4% | 39,620 | -0.2% | 0.14% | -9.9% |
| Q3 2019 | $2,008,000 | 0.0% | 39,695 | 0.0% | 0.15% | +0.7% |
| Q2 2019 | $2,008,000 | -4.6% | 39,695 | -5.4% | 0.15% | -3.8% |
| Q1 2019 | $2,105,000 | -5.1% | 41,945 | -5.6% | 0.16% | -13.3% |
| Q4 2018 | $2,218,000 | -15.2% | 44,445 | -15.7% | 0.18% | -1.6% |
| Q3 2018 | $2,615,000 | -2.4% | 52,750 | -2.0% | 0.18% | -11.2% |
| Q2 2018 | $2,678,000 | -2.2% | 53,850 | -2.0% | 0.21% | -4.2% |
| Q1 2018 | $2,739,000 | -4.0% | 54,950 | -3.7% | 0.22% | -2.7% |
| Q4 2017 | $2,854,000 | -0.1% | 57,050 | +0.7% | 0.22% | -5.2% |
| Q3 2017 | $2,856,000 | +0.2% | 56,675 | +0.2% | 0.23% | -4.1% |
| Q2 2017 | $2,851,000 | +3.0% | 56,550 | +3.1% | 0.24% | -1.6% |
| Q1 2017 | $2,768,000 | -1.7% | 54,850 | -1.8% | 0.25% | -8.5% |
| Q4 2016 | $2,816,000 | +1.4% | 55,850 | +2.2% | 0.27% | -2.5% |
| Q3 2016 | $2,776,000 | +5.4% | 54,650 | +5.7% | 0.28% | +0.4% |
| Q2 2016 | $2,635,000 | +6.9% | 51,700 | +6.6% | 0.28% | +3.8% |
| Q1 2016 | $2,464,000 | +0.7% | 48,500 | 0.0% | 0.27% | -5.7% |
| Q4 2015 | $2,446,000 | -0.1% | 48,500 | +0.6% | 0.28% | -5.4% |
| Q3 2015 | $2,449,000 | +0.2% | 48,200 | 0.0% | 0.30% | +9.6% |
| Q2 2015 | $2,444,000 | -0.1% | 48,200 | 0.0% | 0.27% | -3.5% |
| Q1 2015 | $2,446,000 | -5.6% | 48,200 | -5.9% | 0.28% | -6.3% |
| Q4 2014 | $2,590,000 | -3.2% | 51,200 | -3.2% | 0.30% | -5.6% |
| Q3 2014 | $2,675,000 | -2.7% | 52,900 | -2.6% | 0.32% | -3.0% |
| Q2 2014 | $2,749,000 | +0.1% | 54,300 | 0.0% | 0.33% | -5.5% |
| Q1 2014 | $2,745,000 | +17.8% | 54,300 | +17.8% | 0.35% | +9.8% |
| Q4 2013 | $2,330,000 | +5.8% | 46,100 | +5.7% | 0.32% | -5.4% |
| Q3 2013 | $2,203,000 | +1.8% | 43,600 | +1.6% | 0.34% | -4.3% |
| Q2 2013 | $2,165,000 | – | 42,900 | – | 0.35% | – |
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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% |