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 | $10,932,535 | +69.0% | 228,284 | +69.6% | 0.09% | +70.9% |
| Q2 2023 | $6,469,832 | -9.5% | 134,619 | -8.2% | 0.06% | -23.6% |
| Q1 2023 | $7,151,735 | -14.5% | 146,582 | -15.5% | 0.07% | -22.6% |
| Q4 2022 | $8,365,447 | +1362.5% | 173,413 | +1363.3% | 0.09% | +1228.6% |
| Q3 2022 | $572,000 | – | 11,851 | +394933.3% | 0.01% | – |
| Q2 2022 | $0 | -100.0% | 3 | -97.4% | 0.00% | – |
| Q4 2021 | $6,000 | -71.4% | 116 | -72.1% | 0.00% | – |
| Q3 2021 | $21,000 | +250.0% | 416 | +258.6% | 0.00% | – |
| Q2 2021 | $6,000 | – | 116 | +11500.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 1 | -99.4% | 0.00% | – |
| Q2 2018 | $9,000 | – | 173 | – | 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% |