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 2023 | $736 | +19.7% | 15,083 | +18.3% | 0.00% | +50.0% |
| Q4 2022 | $615 | -99.9% | 12,749 | +49.2% | 0.00% | 0.0% |
| Q2 2022 | $419,000 | -14.7% | 8,545 | -13.7% | 0.00% | 0.0% |
| Q1 2022 | $491,000 | +2.1% | 9,906 | +4.8% | 0.00% | 0.0% |
| Q4 2021 | $481,000 | +15.6% | 9,451 | +16.3% | 0.00% | 0.0% |
| Q3 2021 | $416,000 | +97.2% | 8,125 | +97.0% | 0.00% | +100.0% |
| Q2 2021 | $211,000 | -90.3% | 4,125 | -90.3% | 0.00% | -90.9% |
| Q4 2020 | $2,186,000 | -33.2% | 42,535 | -33.1% | 0.01% | -42.1% |
| Q3 2020 | $3,273,000 | +18.5% | 63,560 | +18.8% | 0.02% | +11.8% |
| Q2 2020 | $2,761,000 | +17.3% | 53,486 | +17.6% | 0.02% | -10.5% |
| Q1 2020 | $2,353,000 | +22.6% | 45,491 | +19.6% | 0.02% | +46.2% |
| Q4 2019 | $1,920,000 | +251.6% | 38,031 | +254.5% | 0.01% | +18.2% |
| Q2 2016 | $546,000 | +109.2% | 10,728 | +108.6% | 0.01% | +57.1% |
| Q1 2016 | $261,000 | – | 5,142 | – | 0.01% | – |
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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% |