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 | $36,636 | -0.4% | 765 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $36,766 | -4.6% | 765 | -3.2% | 0.00% | 0.0% |
| Q1 2023 | $38,547 | +26302.1% | 790 | +26233.3% | 0.00% | – |
| Q4 2022 | $146 | -99.7% | 3 | -99.7% | 0.00% | -100.0% |
| Q3 2022 | $56,000 | +115.4% | 1,159 | +120.8% | 0.00% | +100.0% |
| Q2 2022 | $26,000 | -98.5% | 525 | -98.5% | 0.00% | -98.0% |
| Q1 2022 | $1,714,000 | -66.1% | 34,600 | -65.2% | 0.05% | -65.5% |
| Q4 2021 | $5,054,000 | +86.3% | 99,400 | +87.5% | 0.14% | +46.4% |
| Q3 2021 | $2,713,000 | +9948.1% | 53,000 | +10092.3% | 0.10% | +9600.0% |
| Q3 2020 | $27,000 | -94.7% | 520 | -94.7% | 0.00% | -96.0% |
| Q2 2020 | $507,000 | -92.7% | 9,817 | -92.7% | 0.02% | -94.1% |
| Q1 2020 | $6,912,000 | +43100.0% | 133,618 | +42184.2% | 0.42% | +42200.0% |
| Q4 2019 | $16,000 | -81.0% | 316 | -81.2% | 0.00% | -80.0% |
| Q1 2018 | $84,000 | 0.0% | 1,682 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $84,000 | – | 1,682 | – | 0.01% | – |
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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% |