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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252 | -6.0% | 5,257 | -5.9% | 0.12% | -6.3% |
| Q2 2023 | $268 | -1.5% | 5,584 | +0.3% | 0.13% | -8.6% |
| Q1 2023 | $272 | -21.6% | 5,565 | -22.6% | 0.14% | -26.5% |
| Q4 2022 | $347 | -99.9% | 7,189 | -1.2% | 0.19% | -21.2% |
| Q3 2022 | $351,000 | -43.3% | 7,278 | -42.1% | 0.24% | -36.2% |
| Q2 2022 | $619,000 | -25.7% | 12,580 | -25.2% | 0.38% | -13.0% |
| Q1 2022 | $833,000 | -6.9% | 16,813 | -4.5% | 0.43% | +2.9% |
| Q4 2021 | $895,000 | -4.8% | 17,607 | -4.1% | 0.42% | -12.9% |
| Q3 2021 | $940,000 | +3.6% | 18,356 | +3.7% | 0.48% | +2.1% |
| Q2 2021 | $907,000 | -19.9% | 17,707 | -19.8% | 0.47% | -25.1% |
| Q1 2021 | $1,132,000 | -16.0% | 22,066 | -15.8% | 0.63% | -19.9% |
| Q4 2020 | $1,347,000 | -46.7% | 26,203 | -46.6% | 0.79% | -51.0% |
| Q3 2020 | $2,528,000 | -3.4% | 49,096 | -3.2% | 1.61% | -14.3% |
| Q2 2020 | $2,618,000 | -9.9% | 50,704 | -9.8% | 1.88% | -29.0% |
| Q1 2020 | $2,907,000 | -12.0% | 56,197 | -14.2% | 2.64% | +11.7% |
| Q4 2019 | $3,305,000 | – | 65,478 | – | 2.36% | – |
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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% |