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 | $2,049 | -0.2% | 42,791 | +0.2% | 0.86% | +5.4% |
| Q2 2023 | $2,053 | -0.5% | 42,712 | +1.0% | 0.82% | -5.2% |
| Q1 2023 | $2,063 | +24.2% | 42,277 | +22.8% | 0.87% | +17.3% |
| Q4 2022 | $1,661 | -99.8% | 34,435 | +80.3% | 0.74% | +112.7% |
| Q4 2021 | $971,000 | -33.8% | 19,099 | -33.4% | 0.35% | -36.3% |
| Q3 2021 | $1,467,000 | +1.2% | 28,660 | +1.3% | 0.54% | +1.3% |
| Q2 2021 | $1,449,000 | +10.0% | 28,298 | +10.2% | 0.54% | +17.7% |
| Q1 2021 | $1,317,000 | +10.6% | 25,676 | +10.8% | 0.46% | -2.1% |
| Q4 2020 | $1,191,000 | +8.1% | 23,178 | +8.3% | 0.47% | -6.4% |
| Q3 2020 | $1,102,000 | – | 21,395 | – | 0.50% | – |
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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% |