Waterloo Capital, L.P. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
Waterloo Capital, L.P. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$267,944
-0.3%
5,595
+0.0%
0.08%0.0%
Q2 2023$268,835
-13.9%
5,594
-12.6%
0.08%
-18.6%
Q1 2023$312,220
-78.5%
6,399
-77.2%
0.10%
-90.6%
Q1 2020$1,451,00028,0561.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Pacific Sage Partners, LLC 1,355,672$66,143,24921.28%
Morningstar Investment Management LLC 2,060,262$100,52014.98%
Edgehill Endowment Partners, LLC 1,259,008$61,427,00312.27%
FLC Capital Advisors 675,279$32,946,84610.08%
Northeast Financial Group, Inc. 285,137$13,859,33410.00%
Altiora Financial Group, LLC 439,503$21,443,3359.89%
United Capital Management of KS, Inc. 520,018$25,371,6549.45%
Bell Investment Advisors, Inc 825,770$40,289,3369.43%
LOWERY THOMAS, LLC 175,148$8,545,4949.42%
Passive Capital Management, LLC. 438,663$21,402,3469.34%
View complete list of SCHWAB STRATEGIC TR shareholders