Clarkston Capital Partners, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

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Quarter-by-quarter ownership
Clarkston Capital Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$43,724
-0.4%
9130.0%0.00%0.0%
Q2 2023$43,879
-10.7%
913
-9.3%
0.00%0.0%
Q1 2023$49,132
+1.3%
1,007
+0.2%
0.00%0.0%
Q4 2022$48,481
+5.4%
1,005
+5.3%
0.00%0.0%
Q3 2022$46,000
-2.1%
9540.0%0.00%0.0%
Q2 2022$47,000
-6.0%
954
-4.9%
0.00%0.0%
Q1 2022$50,0000.0%1,003
+1.4%
0.00%0.0%
Q4 2021$50,000
-2.0%
989
+0.1%
0.00%0.0%
Q3 2021$51,000
+13.3%
988
+12.1%
0.00%0.0%
Q2 2021$45,0000.0%8810.0%0.00%0.0%
Q1 2021$45,000
-2.2%
881
-1.2%
0.00%0.0%
Q4 2020$46,000
-4.2%
892
-4.5%
0.00%0.0%
Q3 2020$48,000
+2.1%
934
+1.6%
0.00%0.0%
Q2 2020$47,000
-7.8%
919
-6.4%
0.00%
-50.0%
Q1 2020$51,000
+6.2%
982
+2.6%
0.00%
+100.0%
Q4 2019$48,000
+6.7%
957
+5.3%
0.00%0.0%
Q3 2019$45,000–909–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Pacific Sage Partners, LLC 1,355,672$66,143,24921.28%
Morningstar Investment Management LLC 2,060,262$100,52014.98%
Edgehill Endowment Partners, LLC 1,259,008$61,427,00312.27%
FLC Capital Advisors 675,279$32,946,84610.08%
Northeast Financial Group, Inc. 285,137$13,859,33410.00%
Altiora Financial Group, LLC 439,503$21,443,3359.89%
United Capital Management of KS, Inc. 520,018$25,371,6549.45%
Bell Investment Advisors, Inc 825,770$40,289,3369.43%
LOWERY THOMAS, LLC 175,148$8,545,4949.42%
Passive Capital Management, LLC. 438,663$21,402,3469.34%
View complete list of SCHWAB STRATEGIC TR shareholders