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 | $10,951,915 | -53.1% | 228,689 | -53.0% | 0.09% | -50.9% |
| Q2 2023 | $23,373,740 | -58.5% | 486,345 | -57.9% | 0.18% | -60.3% |
| Q1 2023 | $56,327,566 | +3.4% | 1,154,490 | +2.2% | 0.44% | -0.5% |
| Q4 2022 | $54,471,787 | +9.2% | 1,129,183 | +9.2% | 0.44% | +2.1% |
| Q3 2022 | $49,899,000 | +179.5% | 1,033,966 | +184.9% | 0.43% | +199.3% |
| Q2 2022 | $17,852,000 | +7594.8% | 362,920 | +7638.2% | 0.14% | +7150.0% |
| Q1 2022 | $232,000 | -68.1% | 4,690 | -67.2% | 0.00% | -60.0% |
| Q4 2021 | $727,000 | +205.5% | 14,306 | +209.0% | 0.01% | +150.0% |
| Q4 2020 | $238,000 | -1.7% | 4,630 | -1.6% | 0.00% | 0.0% |
| Q3 2020 | $242,000 | -0.4% | 4,705 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $243,000 | 0.0% | 4,705 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $243,000 | +2.1% | 4,705 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $238,000 | – | 4,705 | – | 0.00% | – |
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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% |