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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $10,000 | -9.1% | 204 | -5.1% | 0.00% | +100.0% |
| Q3 2021 | $11,000 | 0.0% | 215 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $11,000 | -77.6% | 215 | -77.5% | 0.00% | -77.8% |
| Q1 2021 | $49,000 | +19.5% | 955 | +19.4% | 0.01% | +12.5% |
| Q4 2020 | $41,000 | -81.0% | 800 | -81.0% | 0.01% | -82.2% |
| Q3 2020 | $216,000 | -0.5% | 4,200 | 0.0% | 0.04% | -4.3% |
| Q2 2020 | $217,000 | 0.0% | 4,200 | 0.0% | 0.05% | -14.5% |
| Q1 2020 | $217,000 | +2.4% | 4,200 | 0.0% | 0.06% | +19.6% |
| Q4 2019 | $212,000 | 0.0% | 4,200 | 0.0% | 0.05% | -4.2% |
| Q3 2019 | $212,000 | -6.6% | 4,200 | -6.5% | 0.05% | -2.0% |
| Q2 2019 | $227,000 | +0.9% | 4,490 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $225,000 | – | 4,490 | – | 0.05% | – |
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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% |