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 2022 | $210,000 | -96.7% | 4,244 | -96.6% | 0.05% | -96.3% |
| Q4 2021 | $6,331,000 | -0.0% | 124,506 | +0.6% | 1.46% | -11.0% |
| Q3 2021 | $6,333,000 | +4.1% | 123,729 | +4.2% | 1.64% | +6.1% |
| Q2 2021 | $6,085,000 | +1.5% | 118,793 | +1.7% | 1.55% | -7.5% |
| Q1 2021 | $5,995,000 | -1.9% | 116,847 | -1.8% | 1.68% | -9.5% |
| Q4 2020 | $6,114,000 | -0.3% | 118,968 | -0.1% | 1.85% | -15.9% |
| Q3 2020 | $6,130,000 | +8.9% | 119,039 | +9.2% | 2.20% | -12.0% |
| Q2 2020 | $5,629,000 | +6.9% | 109,027 | +7.1% | 2.50% | -7.5% |
| Q1 2020 | $5,268,000 | +4.0% | 101,831 | +1.5% | 2.70% | +14.4% |
| Q4 2019 | $5,064,000 | +45.7% | 100,316 | +46.0% | 2.36% | +13.9% |
| Q3 2019 | $3,476,000 | +2.3% | 68,707 | +2.3% | 2.08% | -1.1% |
| Q2 2019 | $3,397,000 | +5.5% | 67,155 | +4.6% | 2.10% | +1.7% |
| Q1 2019 | $3,221,000 | +4.7% | 64,184 | +4.2% | 2.06% | -5.8% |
| Q4 2018 | $3,075,000 | – | 61,607 | – | 2.19% | – |
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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% |