SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $474,590 | -0.4% | 9,910 | 0.0% | 0.08% | -2.3% |
| Q2 2023 | $476,275 | -1.5% | 9,910 | 0.0% | 0.09% | -12.2% |
| Q1 2023 | $483,509 | +1.1% | 9,910 | 0.0% | 0.10% | +1.0% |
| Q4 2022 | $478,058 | +0.0% | 9,910 | 0.0% | 0.10% | -3.0% |
| Q3 2022 | $478,000 | -1.8% | 9,910 | 0.0% | 0.10% | +12.4% |
| Q2 2022 | $487,000 | -0.8% | 9,910 | 0.0% | 0.09% | +14.1% |
| Q1 2022 | $491,000 | -2.6% | 9,910 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $504,000 | -0.6% | 9,910 | 0.0% | 0.08% | -6.0% |
| Q3 2021 | $507,000 | -0.2% | 9,910 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $508,000 | 0.0% | 9,910 | 0.0% | 0.08% | -6.7% |
| Q1 2021 | $508,000 | -0.2% | 9,910 | 0.0% | 0.09% | -9.1% |
| Q4 2020 | $509,000 | -0.2% | 9,910 | 0.0% | 0.10% | -10.8% |
| Q3 2020 | $510,000 | -0.4% | 9,910 | 0.0% | 0.11% | -6.7% |
| Q2 2020 | $512,000 | -0.2% | 9,910 | 0.0% | 0.12% | -19.6% |
| Q1 2020 | $513,000 | +2.6% | 9,910 | 0.0% | 0.15% | +25.4% |
| Q4 2019 | $500,000 | -8.6% | 9,910 | -9.6% | 0.12% | -36.9% |
| Q4 2018 | $547,000 | – | 10,964 | – | 0.19% | – |
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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% |