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 2022 | $240,000 | -95.0% | 4,835 | -94.9% | 0.04% | -92.4% |
| Q4 2021 | $4,802,000 | -10.3% | 94,441 | -9.7% | 0.60% | -44.6% |
| Q3 2021 | $5,354,000 | -5.8% | 104,582 | -5.8% | 1.08% | -5.7% |
| Q2 2021 | $5,686,000 | -4.7% | 111,012 | -4.5% | 1.14% | -13.0% |
| Q1 2021 | $5,965,000 | -17.7% | 116,245 | -17.6% | 1.31% | -25.0% |
| Q4 2020 | $7,248,000 | -12.3% | 141,030 | -12.2% | 1.75% | -15.8% |
| Q3 2020 | $8,268,000 | -31.7% | 160,632 | -31.5% | 2.07% | -35.4% |
| Q2 2020 | $12,109,000 | +0.2% | 234,543 | +0.4% | 3.21% | -13.7% |
| Q1 2020 | $12,080,000 | -16.4% | 233,524 | -18.4% | 3.72% | -2.5% |
| Q4 2019 | $14,450,000 | -2.2% | 286,256 | -1.9% | 3.82% | -16.5% |
| Q3 2019 | $14,780,000 | -34.0% | 291,686 | -34.1% | 4.57% | -36.8% |
| Q2 2019 | $22,397,000 | +7.6% | 442,716 | +6.7% | 7.23% | +5.1% |
| Q1 2019 | $20,815,000 | +9.1% | 414,730 | +8.3% | 6.88% | +2.0% |
| Q4 2018 | $19,082,000 | +29.3% | 382,874 | +28.6% | 6.74% | +37.6% |
| Q3 2018 | $14,753,000 | +12.3% | 297,613 | +12.7% | 4.90% | +1.1% |
| Q2 2018 | $13,136,000 | +56.9% | 264,092 | +57.2% | 4.85% | +49.4% |
| Q1 2018 | $8,371,000 | +18.5% | 167,952 | +18.9% | 3.24% | +6.2% |
| Q4 2017 | $7,066,000 | – | 141,234 | – | 3.06% | – |
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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% |