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 | $151 | +52.5% | 3,161 | +53.4% | 0.01% | +33.3% |
| Q2 2023 | $99 | -2.0% | 2,061 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $101 | -12.9% | 2,061 | -14.2% | 0.01% | -14.3% |
| Q4 2022 | $116 | -100.0% | 2,402 | -87.4% | 0.01% | -88.1% |
| Q4 2021 | $968,000 | -1.4% | 19,035 | -0.7% | 0.06% | -7.8% |
| Q3 2021 | $982,000 | +1.3% | 19,175 | +1.3% | 0.06% | -1.5% |
| Q2 2021 | $969,000 | +3.4% | 18,921 | +3.6% | 0.06% | 0.0% |
| Q1 2021 | $937,000 | +31.6% | 18,267 | +31.8% | 0.06% | +3.2% |
| Q4 2020 | $712,000 | +24.0% | 13,858 | +24.4% | 0.06% | +14.5% |
| Q3 2020 | $574,000 | – | 11,142 | – | 0.06% | – |
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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% |