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 2021 | $434,000 | -0.2% | 8,459 | 0.0% | 0.14% | 0.0% |
| Q4 2020 | $435,000 | -0.2% | 8,459 | 0.0% | 0.14% | -19.8% |
| Q3 2020 | $436,000 | -0.2% | 8,459 | 0.0% | 0.18% | -9.7% |
| Q2 2020 | $437,000 | -0.2% | 8,459 | 0.0% | 0.20% | -31.5% |
| Q1 2020 | $438,000 | +2.6% | 8,459 | 0.0% | 0.29% | +19.7% |
| Q4 2019 | $427,000 | -0.2% | 8,459 | 0.0% | 0.24% | -5.5% |
| Q3 2019 | $428,000 | 0.0% | 8,459 | 0.0% | 0.25% | -4.9% |
| Q2 2019 | $428,000 | +0.7% | 8,459 | 0.0% | 0.27% | -3.3% |
| Q1 2019 | $425,000 | +0.7% | 8,459 | 0.0% | 0.28% | +358.3% |
| Q4 2018 | $422,000 | +0.7% | 8,459 | 0.0% | 0.06% | +1.7% |
| Q3 2018 | $419,000 | -0.5% | 8,459 | 0.0% | 0.06% | -13.2% |
| Q2 2018 | $421,000 | -3.4% | 8,459 | -3.3% | 0.07% | 0.0% |
| Q1 2018 | $436,000 | -0.5% | 8,748 | 0.0% | 0.07% | +3.0% |
| Q4 2017 | $438,000 | -0.7% | 8,748 | 0.0% | 0.07% | -17.5% |
| Q3 2017 | $441,000 | 0.0% | 8,748 | 0.0% | 0.08% | +2.6% |
| Q2 2017 | $441,000 | 0.0% | 8,748 | 0.0% | 0.08% | 0.0% |
| Q1 2017 | $441,000 | +57.5% | 8,748 | +57.6% | 0.08% | +39.3% |
| Q4 2016 | $280,000 | +5.7% | 5,552 | +6.4% | 0.06% | -6.7% |
| Q3 2016 | $265,000 | +0.4% | 5,217 | +0.8% | 0.06% | -7.7% |
| Q2 2016 | $264,000 | +5.6% | 5,178 | +5.1% | 0.06% | +1.6% |
| Q1 2016 | $250,000 | +0.4% | 4,928 | 0.0% | 0.06% | +3.2% |
| Q4 2015 | $249,000 | -2.0% | 4,928 | -1.4% | 0.06% | -1.6% |
| Q3 2015 | $254,000 | -17.8% | 4,999 | -17.9% | 0.06% | -8.7% |
| Q2 2015 | $309,000 | – | 6,086 | – | 0.07% | – |
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% |