SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,445,105 | +743.5% | 197,225 | +746.5% | 0.03% | +766.7% |
| Q2 2023 | $1,119,750 | -8.7% | 23,299 | -7.3% | 0.00% | 0.0% |
| Q1 2023 | $1,226,825 | +99157.7% | 25,145 | -1.9% | 0.00% | 0.0% |
| Q4 2022 | $1,236 | -100.0% | 25,633 | -69.3% | 0.00% | -75.0% |
| Q3 2022 | $4,025,000 | -23.5% | 83,404 | -22.0% | 0.01% | -20.0% |
| Q2 2022 | $5,260,000 | +8.1% | 106,941 | +8.8% | 0.02% | +25.0% |
| Q1 2022 | $4,868,000 | +9.0% | 98,263 | +11.9% | 0.01% | +20.0% |
| Q4 2021 | $4,467,000 | -7.7% | 87,845 | -7.1% | 0.01% | -16.7% |
| Q3 2021 | $4,838,000 | +188.5% | 94,520 | +188.6% | 0.01% | +200.0% |
| Q2 2021 | $1,677,000 | +66.4% | 32,750 | +66.7% | 0.00% | +33.3% |
| Q1 2021 | $1,008,000 | -19.9% | 19,650 | -19.8% | 0.00% | -25.0% |
| Q4 2020 | $1,259,000 | -9.5% | 24,500 | -9.3% | 0.00% | -20.0% |
| Q3 2020 | $1,391,000 | -0.2% | 27,000 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $1,394,000 | +49.7% | 27,000 | +50.0% | 0.01% | +25.0% |
| Q1 2020 | $931,000 | -96.2% | 18,000 | -96.3% | 0.00% | -95.8% |
| Q2 2019 | $24,424,000 | – | 482,786 | – | 0.10% | – |
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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% |