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 2022 | $244,000 | +13.5% | 5,056 | +15.9% | 0.02% | +14.3% |
| Q2 2022 | $215,000 | -8.5% | 4,363 | -8.2% | 0.02% | +10.5% |
| Q1 2022 | $235,000 | -85.5% | 4,753 | -85.1% | 0.02% | -84.4% |
| Q4 2021 | $1,618,000 | 0.0% | 31,824 | +0.7% | 0.12% | -10.3% |
| Q3 2021 | $1,618,000 | -6.8% | 31,609 | -6.7% | 0.14% | -6.8% |
| Q2 2021 | $1,736,000 | -4.1% | 33,894 | -4.0% | 0.15% | -18.4% |
| Q1 2021 | $1,811,000 | -4.6% | 35,301 | -4.5% | 0.18% | -10.5% |
| Q4 2020 | $1,899,000 | -4.7% | 36,953 | -4.5% | 0.20% | -27.5% |
| Q3 2020 | $1,993,000 | +4.2% | 38,694 | +4.4% | 0.28% | -2.5% |
| Q2 2020 | $1,913,000 | +710.6% | 37,049 | +710.3% | 0.28% | +502.1% |
| Q1 2020 | $236,000 | +2.2% | 4,572 | +0.1% | 0.05% | +46.9% |
| Q4 2019 | $231,000 | 0.0% | 4,569 | +0.1% | 0.03% | -11.1% |
| Q3 2019 | $231,000 | -35.8% | 4,565 | -35.9% | 0.04% | -36.8% |
| Q2 2019 | $360,000 | -94.9% | 7,122 | +1895.0% | 0.06% | +35.7% |
| Q1 2019 | $7,122,000 | +101642.9% | 357 | +0.6% | 0.04% | -16.0% |
| Q4 2018 | $7,000 | -97.7% | 355 | +5816.7% | 0.05% | -10.7% |
| Q3 2018 | $311,000 | -5.5% | 6 | -99.9% | 0.06% | +24.4% |
| Q2 2018 | $329,000 | +5.4% | 6,609 | +5.5% | 0.04% | -38.4% |
| Q1 2018 | $312,000 | – | 6,262 | – | 0.07% | – |
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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% |