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 | $4,535,375 | -59.2% | 94,704 | -59.1% | 1.34% | -58.8% |
| Q2 2023 | $11,118,681 | +1.1% | 231,350 | +2.6% | 3.25% | -6.7% |
| Q1 2023 | $11,002,389 | +63.6% | 225,505 | +61.7% | 3.49% | +53.4% |
| Q4 2022 | $6,727,020 | +403.1% | 139,449 | +403.4% | 2.27% | +350.8% |
| Q3 2022 | $1,337,000 | -56.4% | 27,700 | -55.6% | 0.50% | -58.4% |
| Q2 2022 | $3,067,000 | +16.0% | 62,350 | +16.9% | 1.21% | +38.9% |
| Q1 2022 | $2,643,000 | +446.1% | 53,350 | +460.0% | 0.87% | +445.0% |
| Q4 2021 | $484,000 | -22.7% | 9,527 | -22.1% | 0.16% | -30.1% |
| Q3 2021 | $626,000 | -11.1% | 12,231 | -11.0% | 0.23% | -10.9% |
| Q2 2021 | $704,000 | -8.8% | 13,749 | -8.7% | 0.26% | -15.5% |
| Q1 2021 | $772,000 | -30.0% | 15,052 | -29.9% | 0.30% | -35.6% |
| Q4 2020 | $1,103,000 | -40.5% | 21,468 | -40.3% | 0.47% | -49.8% |
| Q3 2020 | $1,853,000 | -72.5% | 35,972 | -72.5% | 0.94% | -74.9% |
| Q2 2020 | $6,749,000 | -4.2% | 130,723 | -4.0% | 3.74% | -17.1% |
| Q1 2020 | $7,042,000 | -23.7% | 136,139 | -25.6% | 4.51% | -0.2% |
| Q4 2019 | $9,231,000 | -5.8% | 182,870 | -5.6% | 4.52% | -7.7% |
| Q3 2019 | $9,797,000 | -14.7% | 193,664 | -14.7% | 4.89% | -15.9% |
| Q2 2019 | $11,485,000 | -5.9% | 227,021 | -6.7% | 5.82% | -9.3% |
| Q1 2019 | $12,210,000 | +5.7% | 243,274 | +5.1% | 6.41% | -2.8% |
| Q4 2018 | $11,549,000 | +71.7% | 231,387 | +70.5% | 6.59% | +87.6% |
| Q3 2018 | $6,726,000 | +46.9% | 135,680 | +47.4% | 3.51% | +40.7% |
| Q2 2018 | $4,578,000 | +24.5% | 92,035 | +24.7% | 2.50% | +22.0% |
| Q1 2018 | $3,678,000 | +208.8% | 73,800 | +210.1% | 2.05% | +235.4% |
| Q4 2017 | $1,191,000 | – | 23,800 | – | 0.61% | – |
Download | ||||||
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% |