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 2021 | $245,000 | -14.3% | 4,801 | -14.3% | 0.03% | -17.6% |
| Q2 2021 | $286,000 | +5.5% | 5,601 | +5.7% | 0.03% | -20.9% |
| Q1 2021 | $271,000 | +10.2% | 5,301 | +10.4% | 0.04% | -15.7% |
| Q4 2020 | $246,000 | -31.9% | 4,801 | -31.5% | 0.05% | -42.7% |
| Q3 2020 | $361,000 | -28.8% | 7,010 | -28.7% | 0.09% | -39.0% |
| Q2 2020 | $507,000 | -42.8% | 9,829 | -42.7% | 0.15% | -51.8% |
| Q1 2020 | $887,000 | – | 17,141 | – | 0.30% | – |
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% |