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 | $110,147 | -0.4% | 2,300 | 0.0% | 0.08% | +6.8% |
| Q2 2023 | $110,538 | -19.1% | 2,300 | -17.9% | 0.07% | -22.1% |
| Q1 2023 | $136,612 | -24.1% | 2,800 | -25.0% | 0.10% | -25.8% |
| Q4 2022 | $180,032 | +0.0% | 3,732 | 0.0% | 0.13% | -11.1% |
| Q3 2022 | $180,000 | -2.2% | 3,732 | 0.0% | 0.14% | +5.9% |
| Q2 2022 | $184,000 | -0.5% | 3,732 | 0.0% | 0.14% | +25.9% |
| Q1 2022 | $185,000 | -2.6% | 3,732 | 0.0% | 0.11% | +9.1% |
| Q4 2021 | $190,000 | -30.4% | 3,732 | -30.1% | 0.10% | -36.9% |
| Q3 2021 | $273,000 | -0.4% | 5,340 | 0.0% | 0.16% | +1.3% |
| Q2 2021 | $274,000 | 0.0% | 5,340 | 0.0% | 0.16% | -12.4% |
| Q1 2021 | $274,000 | 0.0% | 5,340 | 0.0% | 0.18% | -11.1% |
| Q4 2020 | $274,000 | -0.4% | 5,340 | 0.0% | 0.20% | -20.7% |
| Q3 2020 | $275,000 | -0.4% | 5,340 | 0.0% | 0.25% | -17.4% |
| Q2 2020 | $276,000 | 0.0% | 5,340 | 0.0% | 0.30% | -12.6% |
| Q1 2020 | $276,000 | +20.5% | 5,340 | +17.6% | 0.35% | +83.2% |
| Q4 2019 | $229,000 | – | 4,540 | – | 0.19% | – |
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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% |