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 | $429,637 | -2.1% | 8,971 | -1.7% | 0.01% | 0.0% |
| Q2 2023 | $438,659 | +51.6% | 9,127 | +53.9% | 0.01% | +25.0% |
| Q1 2023 | $289,438 | +43.3% | 5,932 | +49.3% | 0.00% | -42.9% |
| Q4 2021 | $202,000 | -11.8% | 3,974 | -10.9% | 0.01% | -36.4% |
| Q4 2020 | $229,000 | +2762.5% | 4,460 | +2893.3% | 0.01% | – |
| Q2 2020 | $8,000 | – | 149 | +3625.0% | 0.00% | – |
| Q1 2020 | $0 | – | 4 | – | 0.00% | – |
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% |