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 | $412,046 | -12.8% | 8,604 | -12.4% | 0.09% | -11.3% |
| Q2 2023 | $472,286 | -1.0% | 9,827 | +0.5% | 0.11% | -5.4% |
| Q1 2023 | $477,264 | -32.3% | 9,782 | -33.1% | 0.11% | -38.8% |
| Q4 2022 | $705,365 | +57.4% | 14,622 | +57.6% | 0.18% | +51.2% |
| Q3 2022 | $448,000 | -41.1% | 9,277 | -40.0% | 0.12% | -32.0% |
| Q2 2022 | $761,000 | -28.1% | 15,463 | -27.7% | 0.18% | -17.6% |
| Q1 2022 | $1,059,000 | -15.3% | 21,375 | -13.1% | 0.22% | -15.0% |
| Q4 2021 | $1,250,000 | -38.6% | 24,585 | -38.2% | 0.25% | -42.7% |
| Q3 2021 | $2,036,000 | -6.3% | 39,771 | -6.2% | 0.44% | -9.8% |
| Q2 2021 | $2,172,000 | -1.4% | 42,397 | -1.3% | 0.49% | -8.2% |
| Q1 2021 | $2,203,000 | -2.5% | 42,938 | -2.4% | 0.54% | -6.0% |
| Q4 2020 | $2,260,000 | -0.6% | 43,973 | -0.4% | 0.57% | -11.0% |
| Q3 2020 | $2,273,000 | +2.8% | 44,145 | +3.0% | 0.64% | -8.5% |
| Q2 2020 | $2,212,000 | – | 42,842 | – | 0.70% | – |
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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% |