SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,217,891 | +368.7% | 25,431 | +370.3% | 0.04% | +322.2% |
| Q2 2023 | $259,860 | +3.7% | 5,407 | +5.3% | 0.01% | -10.0% |
| Q1 2023 | $250,611 | -24.3% | 5,137 | -25.2% | 0.01% | -41.2% |
| Q4 2022 | $331,243 | +24.1% | 6,867 | +30.6% | 0.02% | +30.8% |
| Q4 2021 | $267,000 | +8.5% | 5,258 | +9.5% | 0.01% | -7.1% |
| Q3 2021 | $246,000 | -35.9% | 4,804 | -35.9% | 0.01% | -39.1% |
| Q2 2021 | $384,000 | +9.4% | 7,490 | +9.4% | 0.02% | -4.2% |
| Q1 2021 | $351,000 | -3.6% | 6,847 | -3.3% | 0.02% | -11.1% |
| Q4 2020 | $364,000 | – | 7,084 | – | 0.03% | – |
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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% |