SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217 | -49.5% | 4,540 | -49.2% | 0.03% | -48.4% |
| Q2 2023 | $430 | -78.8% | 8,940 | -78.5% | 0.06% | -80.0% |
| Q1 2023 | $2,027 | -64.2% | 41,547 | -64.6% | 0.32% | -66.5% |
| Q4 2022 | $5,667 | -99.9% | 117,480 | +30.5% | 0.96% | +30.1% |
| Q3 2022 | $4,344,000 | -43.7% | 90,011 | -42.2% | 0.74% | -29.3% |
| Q1 2022 | $7,719,000 | +778.2% | 155,820 | +801.0% | 1.04% | +836.0% |
| Q4 2021 | $879,000 | +6.5% | 17,295 | +7.3% | 0.11% | 0.0% |
| Q3 2021 | $825,000 | 0.0% | 16,116 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $825,000 | -0.2% | 16,116 | 0.0% | 0.11% | -6.0% |
| Q1 2021 | $827,000 | -15.0% | 16,116 | -14.9% | 0.12% | -21.5% |
| Q4 2020 | $973,000 | -7.8% | 18,928 | -7.6% | 0.15% | -22.4% |
| Q3 2020 | $1,055,000 | -6.1% | 20,489 | -5.9% | 0.19% | -14.3% |
| Q2 2020 | $1,123,000 | -60.2% | 21,764 | -60.1% | 0.22% | -66.7% |
| Q1 2020 | $2,819,000 | -73.9% | 54,500 | -74.6% | 0.67% | -67.8% |
| Q4 2019 | $10,811,000 | +0.3% | 214,166 | +0.5% | 2.09% | -8.3% |
| Q3 2019 | $10,781,000 | +0.8% | 213,111 | +0.8% | 2.28% | +1.0% |
| Q2 2019 | $10,697,000 | -1.1% | 211,438 | -1.9% | 2.26% | -5.1% |
| Q1 2019 | $10,813,000 | -3.4% | 215,436 | -4.0% | 2.38% | -13.1% |
| Q4 2018 | $11,197,000 | +46.7% | 224,343 | +45.7% | 2.73% | +67.0% |
| Q3 2018 | $7,632,000 | -15.8% | 153,958 | -15.5% | 1.64% | -18.9% |
| Q2 2018 | $9,059,000 | -5.0% | 182,132 | -4.8% | 2.02% | -5.3% |
| Q1 2018 | $9,534,000 | -7.7% | 191,297 | -7.4% | 2.13% | -4.6% |
| Q4 2017 | $10,333,000 | -1.2% | 206,537 | -0.5% | 2.23% | -4.8% |
| Q3 2017 | $10,459,000 | +111.8% | 207,523 | +111.9% | 2.35% | +104.4% |
| Q2 2017 | $4,939,000 | +42.3% | 97,948 | +42.4% | 1.15% | +34.4% |
| Q1 2017 | $3,472,000 | +118.5% | 68,802 | +118.3% | 0.85% | +98.6% |
| Q4 2016 | $1,589,000 | +16.7% | 31,523 | +17.5% | 0.43% | +22.9% |
| Q3 2016 | $1,362,000 | +8.5% | 26,821 | +8.9% | 0.35% | +6.1% |
| Q2 2016 | $1,255,000 | +23.9% | 24,628 | +23.5% | 0.33% | +17.0% |
| Q1 2016 | $1,013,000 | +24.9% | 19,946 | +24.1% | 0.28% | +36.2% |
| Q4 2015 | $811,000 | +5.3% | 16,070 | +6.0% | 0.21% | -2.8% |
| Q3 2015 | $770,000 | +7.7% | 15,159 | +7.5% | 0.21% | +22.4% |
| Q2 2015 | $715,000 | +3.9% | 14,104 | +4.0% | 0.17% | +4.2% |
| Q1 2015 | $688,000 | -1.7% | 13,564 | -2.0% | 0.17% | -3.5% |
| Q4 2014 | $700,000 | -38.8% | 13,845 | -38.8% | 0.17% | -41.0% |
| Q3 2014 | $1,144,000 | +36.2% | 22,631 | +36.4% | 0.29% | +38.9% |
| Q2 2014 | $840,000 | +65.4% | 16,592 | +65.1% | 0.21% | +57.5% |
| Q1 2014 | $508,000 | +13.1% | 10,051 | +13.2% | 0.13% | +14.5% |
| Q4 2013 | $449,000 | +43.5% | 8,878 | +43.3% | 0.12% | +24.5% |
| Q3 2013 | $313,000 | – | 6,196 | – | 0.09% | – |
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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% |