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 | $19,084,453 | +92.3% | 398,506 | +92.9% | 0.03% | +88.2% |
| Q2 2023 | $9,926,002 | +1.4% | 206,534 | +3.0% | 0.02% | 0.0% |
| Q1 2023 | $9,786,673 | +3.2% | 200,588 | +2.1% | 0.02% | 0.0% |
| Q4 2022 | $9,479,867 | +12.6% | 196,515 | +12.6% | 0.02% | +6.2% |
| Q3 2022 | $8,422,000 | -3.2% | 174,501 | -1.4% | 0.02% | 0.0% |
| Q2 2022 | $8,702,000 | -9.1% | 176,906 | -8.4% | 0.02% | +6.7% |
| Q1 2022 | $9,570,000 | -1.6% | 193,171 | +1.0% | 0.02% | 0.0% |
| Q4 2021 | $9,727,000 | -0.9% | 191,292 | -0.2% | 0.02% | -6.2% |
| Q3 2021 | $9,813,000 | -1.0% | 191,698 | -1.0% | 0.02% | 0.0% |
| Q2 2021 | $9,917,000 | -65.7% | 193,617 | -65.6% | 0.02% | -68.0% |
| Q1 2021 | $28,884,000 | +334.3% | 562,928 | +335.0% | 0.05% | +284.6% |
| Q4 2020 | $6,651,000 | +1.2% | 129,419 | +1.4% | 0.01% | -7.1% |
| Q3 2020 | $6,572,000 | -15.9% | 127,609 | -15.7% | 0.01% | -22.2% |
| Q2 2020 | $7,812,000 | -38.7% | 151,311 | -38.6% | 0.02% | -47.1% |
| Q1 2020 | $12,741,000 | +30.3% | 246,289 | +27.2% | 0.03% | +70.0% |
| Q4 2019 | $9,778,000 | – | 193,693 | – | 0.02% | – |
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% |