SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $746,345 | -4.2% | 15,634 | -3.6% | 0.04% | 0.0% |
| Q2 2023 | $779,056 | -9.3% | 16,210 | -7.9% | 0.04% | -17.4% |
| Q1 2023 | $858,872 | +302.0% | 17,603 | +297.5% | 0.05% | +206.7% |
| Q4 2022 | $213,629 | -1.6% | 4,428 | -1.9% | 0.02% | -6.2% |
| Q3 2022 | $217,000 | -10.0% | 4,516 | -7.8% | 0.02% | -15.8% |
| Q2 2022 | $241,000 | +2.6% | 4,897 | +3.1% | 0.02% | +5.6% |
| Q1 2022 | $235,000 | -43.8% | 4,750 | -41.8% | 0.02% | -56.1% |
| Q3 2021 | $418,000 | +0.5% | 8,167 | +0.5% | 0.04% | -4.7% |
| Q2 2021 | $416,000 | +0.5% | 8,124 | +0.6% | 0.04% | -10.4% |
| Q1 2021 | $414,000 | -0.2% | 8,076 | 0.0% | 0.05% | -7.7% |
| Q4 2020 | $415,000 | -0.2% | 8,076 | 0.0% | 0.05% | -14.8% |
| Q3 2020 | $416,000 | -0.2% | 8,076 | 0.0% | 0.06% | -9.0% |
| Q2 2020 | $417,000 | -2.6% | 8,076 | -2.3% | 0.07% | -17.3% |
| Q1 2020 | $428,000 | +3.1% | 8,265 | +0.6% | 0.08% | +26.6% |
| Q4 2019 | $415,000 | -0.2% | 8,216 | 0.0% | 0.06% | -5.9% |
| Q3 2019 | $416,000 | 0.0% | 8,216 | 0.0% | 0.07% | -15.0% |
| Q2 2019 | $416,000 | +1.5% | 8,216 | +0.6% | 0.08% | -19.2% |
| Q1 2019 | $410,000 | +114.7% | 8,166 | +113.7% | 0.10% | +102.0% |
| Q4 2018 | $191,000 | -5.0% | 3,822 | -5.9% | 0.05% | +8.9% |
| Q3 2018 | $201,000 | +458.3% | 4,062 | +456.4% | 0.04% | +400.0% |
| Q2 2018 | $36,000 | 0.0% | 730 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $36,000 | -20.0% | 730 | -18.0% | 0.01% | -16.7% |
| Q4 2017 | $45,000 | – | 890 | – | 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% |