SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,852 | -99.6% | 37,955 | +263.8% | 0.00% | – |
| Q3 2022 | $504,000 | 0.0% | 10,434 | +6.1% | 0.00% | – |
| Q2 2021 | $504,000 | -80.1% | 9,836 | -80.1% | 0.00% | -100.0% |
| Q1 2021 | $2,534,000 | -43.5% | 49,390 | -43.4% | 0.00% | -33.3% |
| Q4 2020 | $4,486,000 | -32.6% | 87,299 | -32.5% | 0.00% | -62.5% |
| Q3 2020 | $6,657,000 | +350.1% | 129,253 | +351.3% | 0.01% | +300.0% |
| Q2 2020 | $1,479,000 | +3.4% | 28,643 | +1.1% | 0.00% | 0.0% |
| Q4 2019 | $1,430,000 | -78.8% | 28,319 | -78.7% | 0.00% | -81.8% |
| Q3 2019 | $6,736,000 | +57.6% | 133,152 | +57.6% | 0.01% | +83.3% |
| Q2 2019 | $4,274,000 | +65.1% | 84,484 | +63.8% | 0.01% | +50.0% |
| Q1 2019 | $2,589,000 | +449.7% | 51,580 | +446.1% | 0.00% | +300.0% |
| Q4 2018 | $471,000 | – | 9,446 | – | 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% |