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 | $10,103,123 | +2.8% | 210,965 | +3.1% | 2.46% | +3.4% |
| Q2 2023 | $9,830,601 | -4.1% | 204,549 | -2.6% | 2.38% | -10.0% |
| Q1 2023 | $10,248,618 | -0.2% | 210,056 | -1.3% | 2.64% | -5.9% |
| Q4 2022 | $10,266,725 | -12.6% | 212,826 | -12.6% | 2.81% | -20.8% |
| Q3 2022 | $11,749,000 | -3.7% | 243,445 | -1.9% | 3.55% | -1.4% |
| Q2 2022 | $12,203,000 | -8.7% | 248,082 | -8.1% | 3.60% | -0.1% |
| Q1 2022 | $13,371,000 | -9.4% | 269,899 | -7.0% | 3.60% | -8.7% |
| Q4 2021 | $14,761,000 | +13.1% | 290,294 | +13.8% | 3.94% | -5.1% |
| Q3 2021 | $13,054,000 | +2.8% | 255,018 | +2.8% | 4.16% | +7.1% |
| Q2 2021 | $12,704,000 | +12.2% | 248,030 | +12.4% | 3.88% | +7.1% |
| Q1 2021 | $11,320,000 | +6.2% | 220,613 | +6.4% | 3.62% | +10.1% |
| Q4 2020 | $10,658,000 | +4.2% | 207,392 | +4.4% | 3.29% | -11.8% |
| Q3 2020 | $10,226,000 | +46.4% | 198,558 | +46.8% | 3.73% | +31.2% |
| Q2 2020 | $6,984,000 | +16.4% | 135,264 | +16.6% | 2.84% | -3.6% |
| Q1 2020 | $5,999,000 | +3.5% | 115,966 | +1.0% | 2.95% | +10.7% |
| Q4 2019 | $5,796,000 | +8.6% | 114,815 | +8.8% | 2.66% | +0.6% |
| Q3 2019 | $5,339,000 | +0.4% | 105,526 | +0.4% | 2.64% | -17.2% |
| Q2 2019 | $5,318,000 | +7.2% | 105,117 | +6.3% | 3.20% | +3.0% |
| Q1 2019 | $4,963,000 | +0.2% | 98,883 | -0.4% | 3.10% | -17.4% |
| Q4 2018 | $4,953,000 | -0.6% | 99,236 | -1.3% | 3.76% | +12.3% |
| Q3 2018 | $4,985,000 | – | 100,574 | – | 3.34% | – |
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% |