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 2023 | $596,897 | -67.2% | 12,234 | -67.5% | 0.12% | -70.1% |
| Q4 2022 | $1,818,359 | -3.7% | 37,694 | -3.7% | 0.40% | -3.3% |
| Q3 2022 | $1,889,000 | -6.1% | 39,144 | -4.3% | 0.42% | -0.2% |
| Q2 2022 | $2,011,000 | +61.0% | 40,890 | +68.1% | 0.42% | +16.3% |
| Q4 2020 | $1,249,000 | +11.6% | 24,323 | +11.8% | 0.36% | -3.7% |
| Q3 2020 | $1,119,000 | +57.4% | 21,763 | +58.0% | 0.38% | +21.0% |
| Q1 2020 | $711,000 | -31.3% | 13,771 | -32.8% | 0.31% | -13.9% |
| Q4 2019 | $1,035,000 | -3.4% | 20,499 | -3.2% | 0.36% | -10.4% |
| Q3 2019 | $1,071,000 | -13.6% | 21,166 | -13.7% | 0.40% | -14.8% |
| Q2 2019 | $1,240,000 | +2.5% | 24,520 | +1.7% | 0.47% | +0.9% |
| Q1 2019 | $1,210,000 | +5.0% | 24,107 | +4.4% | 0.47% | -7.0% |
| Q4 2018 | $1,152,000 | – | 23,091 | – | 0.50% | – |
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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% |