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 | $4,071 | -50.8% | 85 | -50.6% | 0.00% | – |
| Q2 2023 | $8,266 | -27.9% | 172 | -26.8% | 0.00% | – |
| Q1 2023 | $11,466 | -53.5% | 235 | -54.0% | 0.00% | – |
| Q4 2022 | $24,651 | +516.3% | 511 | +467.8% | 0.00% | – |
| Q3 2022 | $4,000 | +33.3% | 90 | +57.9% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | -40.0% | 57 | -37.4% | 0.00% | – |
| Q2 2021 | $5,000 | -99.8% | 91 | +82.0% | 0.00% | – |
| Q1 2021 | $2,566,000 | +256500.0% | 50 | +100.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | -66.7% | 25 | -64.3% | 0.00% | – |
| Q2 2019 | $3,000 | -94.1% | 70 | -93.2% | 0.00% | -100.0% |
| Q3 2018 | $51,000 | -59.5% | 1,026 | -59.5% | 0.00% | -75.0% |
| Q2 2018 | $126,000 | +117.2% | 2,535 | +116.9% | 0.01% | +100.0% |
| Q1 2018 | $58,000 | +205.3% | 1,169 | +199.7% | 0.00% | +300.0% |
| Q4 2017 | $19,000 | -42.4% | 390 | -40.5% | 0.00% | -66.7% |
| Q3 2017 | $33,000 | 0.0% | 656 | 0.0% | 0.00% | -25.0% |
| Q2 2017 | $33,000 | 0.0% | 656 | 0.0% | 0.00% | -20.0% |
| Q1 2017 | $33,000 | – | 656 | – | 0.01% | – |
Download | ||||||
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% |