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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $809,000 | +79.4% | 15,912 | +80.7% | 0.05% | +51.4% |
| Q3 2021 | $451,000 | -4.7% | 8,805 | -4.7% | 0.04% | -7.9% |
| Q2 2021 | $473,000 | +7.5% | 9,237 | +7.7% | 0.04% | -2.6% |
| Q1 2021 | $440,000 | -28.3% | 8,580 | -28.2% | 0.04% | -33.9% |
| Q4 2020 | $614,000 | -52.7% | 11,956 | -52.6% | 0.06% | -57.9% |
| Q3 2020 | $1,297,000 | -85.2% | 25,199 | -85.2% | 0.14% | -86.3% |
| Q2 2020 | $8,765,000 | +8.6% | 169,766 | +8.8% | 1.02% | -1.7% |
| Q1 2020 | $8,072,000 | +2693.1% | 156,036 | +2624.6% | 1.04% | +3370.0% |
| Q4 2019 | $289,000 | -75.5% | 5,727 | -75.4% | 0.03% | -76.6% |
| Q3 2019 | $1,179,000 | -34.2% | 23,293 | -34.2% | 0.13% | -33.3% |
| Q2 2019 | $1,792,000 | -93.1% | 35,417 | -93.1% | 0.19% | -97.1% |
| Q1 2019 | $25,829,000 | +16781.7% | 514,620 | +16673.8% | 6.54% | +20350.0% |
| Q4 2018 | $153,000 | +488.5% | 3,068 | +492.3% | 0.03% | +357.1% |
| Q3 2017 | $26,000 | -99.9% | 518 | 0.0% | 0.01% | +16.7% |
| Q2 2017 | $26,000,000 | 0.0% | 518 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $26,000,000 | -36.6% | 518 | -36.4% | 0.01% | 0.0% |
| Q4 2016 | $41,000,000 | +99900.0% | 814 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $41,000 | +57.7% | 814 | +57.1% | 0.01% | -12.5% |
| Q2 2016 | $26,000 | 0.0% | 518 | 0.0% | 0.01% | -11.1% |
| Q1 2016 | $26,000 | 0.0% | 518 | 0.0% | 0.01% | -10.0% |
| Q4 2015 | $26,000 | 0.0% | 518 | 0.0% | 0.01% | +11.1% |
| Q3 2015 | $26,000 | 0.0% | 518 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $26,000 | 0.0% | 518 | 0.0% | 0.01% | +12.5% |
| Q1 2015 | $26,000 | 0.0% | 518 | 0.0% | 0.01% | -11.1% |
| Q4 2014 | $26,000 | +30.0% | 518 | +32.8% | 0.01% | +125.0% |
| Q3 2014 | $20,000 | – | 390 | – | 0.00% | – |
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% |