SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,650 | -11.6% | 765,360 | -11.3% | 0.09% | -8.4% |
| Q2 2023 | $41,479 | +26.6% | 863,054 | +28.4% | 0.10% | +18.8% |
| Q1 2023 | $32,772 | -17.5% | 672,113 | -18.3% | 0.08% | -22.3% |
| Q4 2022 | $39,739 | -99.7% | 823,146 | +168.0% | 0.10% | +151.2% |
| Q3 2022 | $14,841,000 | -36.9% | 307,137 | -35.7% | 0.04% | -34.9% |
| Q2 2022 | $23,505,000 | +9.9% | 477,849 | +10.7% | 0.06% | +50.0% |
| Q1 2022 | $21,380,000 | +859.6% | 431,573 | +892.2% | 0.04% | +950.0% |
| Q4 2021 | $2,228,000 | -7.0% | 43,497 | -7.1% | 0.00% | -20.0% |
| Q3 2021 | $2,396,000 | +7.5% | 46,804 | +7.6% | 0.01% | 0.0% |
| Q2 2021 | $2,228,000 | -26.4% | 43,497 | -26.3% | 0.01% | -28.6% |
| Q1 2021 | $3,029,000 | +16.9% | 59,026 | +17.0% | 0.01% | +16.7% |
| Q4 2020 | $2,592,000 | +107.2% | 50,439 | +107.6% | 0.01% | +100.0% |
| Q3 2020 | $1,251,000 | – | 24,297 | – | 0.00% | – |
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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% |