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 2021 | $561,000 | +11.1% | 10,956 | +11.2% | 0.04% | +11.8% |
| Q2 2021 | $505,000 | -42.0% | 9,855 | -42.0% | 0.03% | -46.9% |
| Q1 2021 | $871,000 | -10.1% | 16,980 | -9.9% | 0.06% | -13.5% |
| Q4 2020 | $969,000 | -17.3% | 18,850 | -17.3% | 0.07% | -27.5% |
| Q3 2020 | $1,172,000 | -30.9% | 22,800 | -30.6% | 0.10% | -37.4% |
| Q2 2020 | $1,695,000 | -46.3% | 32,833 | -46.2% | 0.16% | -55.1% |
| Q1 2020 | $3,158,000 | +32.1% | 61,047 | +28.9% | 0.36% | +62.1% |
| Q4 2019 | $2,391,000 | +110.3% | 47,369 | +110.7% | 0.22% | +85.1% |
| Q3 2019 | $1,137,000 | -31.6% | 22,479 | -31.6% | 0.12% | -30.1% |
| Q2 2019 | $1,662,000 | +24.4% | 32,861 | +23.4% | 0.17% | +18.5% |
| Q1 2019 | $1,336,000 | -40.3% | 26,623 | -40.7% | 0.15% | -47.5% |
| Q4 2018 | $2,239,000 | – | 44,864 | – | 0.28% | – |
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% |