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 | $5,550,420 | +25.8% | 115,897 | +26.3% | 0.23% | +24.3% |
| Q2 2023 | $4,410,456 | -3.1% | 91,760 | -1.6% | 0.18% | -12.7% |
| Q1 2023 | $4,551,645 | -11.9% | 93,288 | -12.9% | 0.21% | -19.7% |
| Q4 2022 | $5,165,796 | +4.5% | 107,076 | +4.6% | 0.26% | -4.7% |
| Q3 2022 | $4,942,000 | +45.1% | 102,401 | +47.9% | 0.28% | +48.1% |
| Q2 2022 | $3,405,000 | +47.4% | 69,226 | +52.4% | 0.19% | +38.5% |
| Q1 2022 | $2,310,000 | +6.8% | 45,428 | +7.5% | 0.14% | +0.7% |
| Q4 2021 | $2,163,000 | 0.0% | 42,246 | 0.0% | 0.13% | -10.1% |
| Q3 2021 | $2,163,000 | +5.7% | 42,246 | +5.9% | 0.15% | -1.3% |
| Q2 2021 | $2,047,000 | 0.0% | 39,888 | 0.0% | 0.15% | -23.4% |
| Q1 2021 | $2,047,000 | +4.2% | 39,888 | +4.3% | 0.20% | -3.0% |
| Q4 2020 | $1,965,000 | -0.8% | 38,233 | -0.6% | 0.20% | -16.5% |
| Q3 2020 | $1,980,000 | +20.2% | 38,462 | +20.5% | 0.24% | -10.0% |
| Q2 2020 | $1,647,000 | +5.9% | 31,925 | +6.1% | 0.27% | -34.5% |
| Q1 2020 | $1,555,000 | -3.5% | 30,095 | -5.7% | 0.41% | +14.8% |
| Q4 2019 | $1,611,000 | -0.9% | 31,924 | -0.7% | 0.36% | -8.4% |
| Q3 2019 | $1,625,000 | -1.0% | 32,146 | -1.2% | 0.39% | -4.9% |
| Q2 2019 | $1,641,000 | +12.6% | 32,547 | +11.5% | 0.41% | -11.2% |
| Q1 2019 | $1,457,000 | – | 29,190 | – | 0.46% | – |
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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% |