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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $243,000 | -2.4% | 4,898 | 0.0% | 0.16% | +0.6% |
Q4 2021 | $249,000 | -15.0% | 4,898 | -14.4% | 0.15% | -23.4% |
Q3 2021 | $293,000 | -13.6% | 5,724 | -13.6% | 0.20% | -23.6% |
Q2 2021 | $339,000 | -9.8% | 6,622 | -9.6% | 0.26% | -22.6% |
Q1 2021 | $376,000 | -7.4% | 7,324 | -7.4% | 0.34% | -7.6% |
Q4 2020 | $406,000 | -12.3% | 7,909 | -12.1% | 0.37% | -23.0% |
Q3 2020 | $463,000 | -0.2% | 8,995 | 0.0% | 0.48% | -14.0% |
Q2 2020 | $464,000 | -0.2% | 8,995 | 0.0% | 0.56% | -9.6% |
Q1 2020 | $465,000 | -19.6% | 8,995 | +99844.4% | 0.62% | +38.8% |
Q4 2019 | $578,000 | – | 9 | – | 0.44% | – |
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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% |