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 | $2,733,155 | -24.0% | 57,072 | -23.7% | 2.29% | -27.8% |
| Q2 2023 | $3,594,844 | -11.9% | 74,799 | -10.6% | 3.17% | -20.5% |
| Q1 2023 | $4,080,134 | +13.7% | 83,626 | +12.4% | 3.98% | -3.2% |
| Q4 2022 | $3,589,390 | -14.8% | 74,407 | -14.8% | 4.12% | -17.8% |
| Q3 2022 | $4,214,000 | -49.0% | 87,309 | -48.0% | 5.00% | -41.9% |
| Q2 2022 | $8,266,000 | +8.3% | 168,039 | +9.0% | 8.61% | +35.5% |
| Q1 2022 | $7,635,000 | +9.4% | 154,123 | +12.3% | 6.35% | +20.4% |
| Q4 2021 | $6,978,000 | +41.4% | 137,221 | +42.4% | 5.28% | +39.0% |
| Q3 2021 | $4,934,000 | +5.5% | 96,385 | +5.6% | 3.80% | +0.4% |
| Q2 2021 | $4,675,000 | +0.9% | 91,264 | +1.0% | 3.78% | -1.0% |
| Q1 2021 | $4,635,000 | +32.7% | 90,332 | +32.9% | 3.82% | +21.3% |
| Q4 2020 | $3,493,000 | -2.2% | 67,962 | -2.0% | 3.15% | -14.3% |
| Q3 2020 | $3,570,000 | -34.1% | 69,322 | -33.9% | 3.68% | -41.6% |
| Q2 2020 | $5,418,000 | +122.2% | 104,931 | +122.7% | 6.30% | +97.4% |
| Q1 2020 | $2,438,000 | +43.9% | 47,124 | +40.5% | 3.19% | +96.6% |
| Q4 2019 | $1,694,000 | – | 33,549 | – | 1.62% | – |
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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% |