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 | $54,499 | +98989.1% | 1,138 | 0.0% | 0.02% | +4.2% |
| Q2 2023 | $55 | -1.8% | 1,138 | 0.0% | 0.02% | -11.1% |
| Q1 2023 | $56 | +1.8% | 1,138 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $55 | -99.9% | 1,138 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $55,000 | -1.8% | 1,138 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $56,000 | 0.0% | 1,138 | 0.0% | 0.03% | +21.7% |
| Q1 2022 | $56,000 | -3.4% | 1,138 | 0.0% | 0.02% | +4.5% |
| Q4 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.02% | -14.3% |
| Q1 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.03% | -6.7% |
| Q4 2020 | $58,000 | -1.7% | 1,138 | 0.0% | 0.03% | -3.2% |
| Q3 2020 | $59,000 | 0.0% | 1,138 | 0.0% | 0.03% | -16.2% |
| Q2 2020 | $59,000 | 0.0% | 1,138 | 0.0% | 0.04% | -7.5% |
| Q1 2020 | $59,000 | +3.5% | 1,138 | 0.0% | 0.04% | +8.1% |
| Q4 2019 | $57,000 | -1.7% | 1,138 | 0.0% | 0.04% | -9.8% |
| Q3 2019 | $58,000 | 0.0% | 1,138 | 0.0% | 0.04% | -2.4% |
| Q2 2019 | $58,000 | +1.8% | 1,138 | 0.0% | 0.04% | -4.5% |
| Q1 2019 | $57,000 | 0.0% | 1,138 | 0.0% | 0.04% | -12.0% |
| Q4 2018 | $57,000 | +78.1% | 1,138 | +78.4% | 0.05% | +127.3% |
| Q3 2018 | $32,000 | 0.0% | 638 | 0.0% | 0.02% | +10.0% |
| Q2 2018 | $32,000 | 0.0% | 638 | -0.6% | 0.02% | -9.1% |
| Q1 2018 | $32,000 | 0.0% | 642 | 0.0% | 0.02% | -12.0% |
| Q4 2017 | $32,000 | – | 642 | – | 0.02% | – |
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% |