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 | $456 | +17.2% | 9,511 | +19.2% | 0.19% | +8.0% |
| Q1 2023 | $389 | +9.9% | 7,980 | +8.6% | 0.18% | +18.9% |
| Q4 2022 | $354 | -99.9% | 7,346 | -4.3% | 0.15% | -14.9% |
| Q3 2022 | $370,000 | -5.4% | 7,675 | -3.4% | 0.17% | 0.0% |
| Q2 2022 | $391,000 | -2.5% | 7,947 | -1.7% | 0.17% | +4.8% |
| Q1 2022 | $401,000 | -10.9% | 8,085 | -8.6% | 0.17% | +3.1% |
| Q4 2021 | $450,000 | +43.8% | 8,845 | +44.9% | 0.16% | +21.1% |
| Q3 2021 | $313,000 | +6.1% | 6,105 | +6.1% | 0.13% | -15.3% |
| Q2 2021 | $295,000 | 0.0% | 5,752 | +0.1% | 0.16% | +12.1% |
| Q1 2021 | $295,000 | 0.0% | 5,745 | 0.0% | 0.14% | -8.5% |
| Q4 2020 | $295,000 | -0.3% | 5,745 | 0.0% | 0.15% | -8.4% |
| Q3 2020 | $296,000 | -0.7% | 5,745 | -0.6% | 0.17% | -6.7% |
| Q2 2020 | $298,000 | +13.7% | 5,780 | +14.1% | 0.18% | -2.7% |
| Q1 2020 | $262,000 | -76.9% | 5,067 | -77.4% | 0.18% | -75.6% |
| Q4 2019 | $1,133,000 | – | 22,453 | – | 0.76% | – |
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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% |