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 2022 | $548,000 | -2.0% | 11,357 | 0.0% | 0.09% | +7.1% |
| Q2 2022 | $559,000 | -12.0% | 11,357 | -11.4% | 0.08% | -4.5% |
| Q1 2022 | $635,000 | -3.1% | 12,816 | -0.5% | 0.09% | -4.3% |
| Q4 2021 | $655,000 | -0.8% | 12,885 | 0.0% | 0.09% | -10.6% |
| Q3 2021 | $660,000 | -0.9% | 12,885 | -0.9% | 0.10% | -2.8% |
| Q2 2021 | $666,000 | -0.1% | 13,000 | 0.0% | 0.11% | -6.1% |
| Q1 2021 | $667,000 | -4.6% | 13,000 | -4.4% | 0.11% | -12.3% |
| Q4 2020 | $699,000 | -0.1% | 13,600 | 0.0% | 0.13% | -16.1% |
| Q3 2020 | $700,000 | -0.3% | 13,600 | 0.0% | 0.16% | -6.1% |
| Q2 2020 | $702,000 | -0.3% | 13,600 | 0.0% | 0.16% | -13.2% |
| Q1 2020 | $704,000 | +2.5% | 13,600 | 0.0% | 0.19% | +31.9% |
| Q4 2019 | $687,000 | -0.3% | 13,600 | 0.0% | 0.14% | -5.3% |
| Q3 2019 | $689,000 | +0.1% | 13,600 | 0.0% | 0.15% | -5.6% |
| Q2 2019 | $688,000 | – | 13,600 | – | 0.16% | – |
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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% |