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 2022 | $36,307,000 | +1.4% | 752,328 | +3.4% | 15.42% | +2.6% |
| Q2 2022 | $35,794,000 | -7.4% | 727,670 | -6.7% | 15.02% | -21.4% |
| Q1 2022 | $38,646,000 | +4.9% | 780,087 | +7.7% | 19.10% | +6.7% |
| Q4 2021 | $36,824,000 | +7.7% | 724,182 | +8.5% | 17.91% | -1.1% |
| Q3 2021 | $34,177,000 | +4.0% | 667,653 | +4.1% | 18.11% | +3.1% |
| Q2 2021 | $32,855,000 | +5.1% | 641,458 | +5.2% | 17.56% | -3.1% |
| Q1 2021 | $31,273,000 | +5.4% | 609,500 | +5.6% | 18.13% | +2.5% |
| Q4 2020 | $29,660,000 | +3.2% | 577,166 | +3.4% | 17.69% | -5.7% |
| Q3 2020 | $28,746,000 | +3.0% | 558,188 | +3.3% | 18.76% | +8.3% |
| Q2 2020 | $27,909,000 | +1.1% | 540,559 | +1.3% | 17.32% | +20.3% |
| Q1 2020 | $27,611,000 | – | 533,746 | – | 14.40% | – |
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% |