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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,138,000 | +762.1% | 22,143 | +765.0% | 0.04% | +740.0% |
| Q3 2020 | $132,000 | -98.4% | 2,560 | -98.4% | 0.01% | -98.6% |
| Q2 2020 | $8,186,000 | -43.2% | 158,550 | -43.1% | 0.37% | -45.3% |
| Q1 2020 | $14,417,000 | +105.6% | 278,706 | +100.7% | 0.67% | +167.3% |
| Q4 2019 | $7,011,000 | +859.1% | 138,883 | +861.1% | 0.25% | +865.4% |
| Q3 2019 | $731,000 | -98.9% | 14,450 | -98.9% | 0.03% | -98.7% |
| Q2 2019 | $65,012,000 | +3.5% | 1,285,065 | +2.7% | 2.00% | +8.7% |
| Q1 2019 | $62,827,000 | +18.5% | 1,251,799 | +17.9% | 1.84% | +24.0% |
| Q4 2018 | $53,003,000 | -28.9% | 1,061,967 | -29.4% | 1.48% | -38.6% |
| Q3 2018 | $74,570,000 | -27.7% | 1,504,332 | -27.4% | 2.41% | -24.0% |
| Q2 2018 | $103,096,000 | +215.7% | 2,072,701 | +216.4% | 3.18% | +202.4% |
| Q1 2018 | $32,653,000 | +1529.4% | 655,162 | +1535.8% | 1.05% | +1318.9% |
| Q4 2017 | $2,004,000 | -98.3% | 40,051 | -98.3% | 0.07% | -98.6% |
| Q3 2017 | $121,034,000 | +179.1% | 2,401,475 | +179.2% | 5.21% | +149.8% |
| Q2 2017 | $43,364,000 | -18.3% | 860,062 | -18.3% | 2.08% | -24.2% |
| Q1 2017 | $53,088,000 | +35.0% | 1,052,074 | +34.9% | 2.75% | +38.9% |
| Q4 2016 | $39,333,000 | – | 780,100 | – | 1.98% | – |
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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% |