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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $748,190 | -1.3% | 15,568 | +0.2% | 0.44% | -7.9% |
| Q1 2023 | $757,802 | -53.6% | 15,532 | -54.2% | 0.48% | -59.9% |
| Q4 2022 | $1,634,391 | -12.0% | 33,880 | -12.0% | 1.20% | -22.9% |
| Q3 2022 | $1,858,000 | -1.9% | 38,492 | -0.0% | 1.55% | -12.3% |
| Q2 2022 | $1,894,000 | -10.7% | 38,498 | -10.0% | 1.77% | +19.7% |
| Q1 2022 | $2,120,000 | -21.3% | 42,798 | -19.2% | 1.48% | -18.0% |
| Q4 2021 | $2,694,000 | -76.1% | 52,983 | -76.0% | 1.80% | -76.9% |
| Q2 2021 | $11,291,000 | +8.0% | 220,438 | +8.2% | 7.81% | -4.3% |
| Q1 2021 | $10,455,000 | +36.3% | 203,752 | +36.5% | 8.16% | +32.9% |
| Q4 2020 | $7,669,000 | +297.8% | 149,237 | +298.6% | 6.14% | +226.2% |
| Q3 2020 | $1,928,000 | – | 37,437 | – | 1.88% | – |
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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% |