SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,445,773 | +10.0% | 92,833 | +10.4% | 0.33% | +15.8% |
| Q2 2023 | $4,042,519 | +5.7% | 84,114 | +7.3% | 0.28% | 0.0% |
| Q1 2023 | $3,825,673 | +72.5% | 78,411 | +70.6% | 0.28% | +68.6% |
| Q4 2022 | $2,217,786 | +83.1% | 45,974 | +83.3% | 0.17% | +67.3% |
| Q3 2022 | $1,211,000 | +11.0% | 25,085 | +13.1% | 0.10% | +20.2% |
| Q2 2022 | $1,091,000 | -2.7% | 22,175 | -2.0% | 0.08% | +10.5% |
| Q1 2022 | $1,121,000 | -1.3% | 22,620 | +1.3% | 0.08% | +4.1% |
| Q4 2021 | $1,136,000 | +4.2% | 22,333 | +4.9% | 0.07% | -1.4% |
| Q3 2021 | $1,090,000 | -0.3% | 21,295 | -0.2% | 0.07% | 0.0% |
| Q2 2021 | $1,093,000 | +28.1% | 21,335 | +28.3% | 0.07% | +19.4% |
| Q1 2021 | $853,000 | +4.3% | 16,630 | +4.5% | 0.06% | -1.6% |
| Q4 2020 | $818,000 | +3.7% | 15,915 | +3.8% | 0.06% | -7.4% |
| Q3 2020 | $789,000 | +3.7% | 15,325 | +4.0% | 0.07% | -1.4% |
| Q2 2020 | $761,000 | +18.0% | 14,730 | +18.1% | 0.07% | -1.4% |
| Q1 2020 | $645,000 | +0.8% | 12,470 | -1.6% | 0.07% | +20.7% |
| Q4 2019 | $640,000 | +63.7% | 12,670 | +63.8% | 0.06% | +48.7% |
| Q3 2019 | $391,000 | +11.4% | 7,735 | +11.6% | 0.04% | +21.9% |
| Q2 2019 | $351,000 | +35.5% | 6,930 | +34.3% | 0.03% | +33.3% |
| Q1 2019 | $259,000 | – | 5,160 | – | 0.02% | – |
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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% |