SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $606,335 | -0.4% | 12,661 | 0.0% | 0.01% | +16.7% |
| Q2 2023 | $608,488 | +93947.6% | 12,661 | -4.5% | 0.01% | -14.3% |
| Q1 2023 | $647 | +0.5% | 13,261 | -0.7% | 0.01% | 0.0% |
| Q4 2022 | $644 | -99.9% | 13,361 | -4.5% | 0.01% | -12.5% |
| Q3 2022 | $675,000 | -1.9% | 13,992 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $688,000 | -0.7% | 13,992 | +0.0% | 0.01% | +14.3% |
| Q1 2022 | $693,000 | -32.3% | 13,991 | -30.0% | 0.01% | +40.0% |
| Q3 2021 | $1,024,000 | +100.0% | 19,982 | +100.0% | 0.01% | 0.0% |
| Q2 2021 | $512,000 | +10.8% | 9,991 | +11.0% | 0.01% | 0.0% |
| Q1 2021 | $462,000 | -0.2% | 9,000 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $463,000 | -0.2% | 9,000 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $464,000 | -0.2% | 9,000 | 0.0% | 0.01% | -25.0% |
| Q2 2020 | $465,000 | -0.2% | 9,000 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $466,000 | +2.6% | 9,000 | 0.0% | 0.01% | +28.6% |
| Q4 2019 | $454,000 | -0.2% | 9,000 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $455,000 | 0.0% | 9,000 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $455,000 | +0.7% | 9,000 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $452,000 | +13.9% | 9,000 | +12.5% | 0.01% | +16.7% |
| Q3 2018 | $397,000 | – | 8,000 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,348,867 | $64,597,232 | 19.43% |
| Morningstar Investment Management LLC | 2,068,533 | $99,062 | 14.82% |
| Northeast Financial Group, Inc. | 364,913 | $17,475,694 | 10.74% |
| Greenline Partners, LLC | 1,125,630 | $56,399,763 | 10.63% |
| United Capital Management of KS, Inc. | 589,658 | $28,238,738 | 9.61% |
| Altiora Financial Group, LLC | 410,283 | $19,648,432 | 9.12% |
| Traverso Chambers Private Wealth Management, LLC | 629,147 | $30,129,830 | 8.06% |
| ASSET PLANNING CORPORATION | 208,249 | $9,973,027 | 7.67% |
| LOWERY THOMAS, LLC | 164,391 | $7,872,680 | 7.53% |
| Courage Miller Partners, LLC | 360,432 | $17,261,103 | 7.08% |