SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,114 | +97.6% | 190,319 | +99.1% | 0.02% | +166.7% |
| Q4 2022 | $4,612 | -99.9% | 95,600 | +35.4% | 0.01% | +50.0% |
| Q4 2021 | $3,590,000 | +63.6% | 70,600 | +64.7% | 0.00% | +33.3% |
| Q3 2021 | $2,194,000 | -89.3% | 42,869 | -89.3% | 0.00% | -88.5% |
| Q2 2021 | $20,463,000 | +40.2% | 399,508 | +40.5% | 0.03% | +44.4% |
| Q1 2021 | $14,593,000 | -30.8% | 284,400 | -30.7% | 0.02% | -21.7% |
| Q4 2020 | $21,085,000 | +41.4% | 410,300 | +41.7% | 0.02% | +53.3% |
| Q3 2020 | $14,914,000 | +30.2% | 289,600 | +30.5% | 0.02% | +50.0% |
| Q2 2020 | $11,456,000 | +51.1% | 221,887 | +51.4% | 0.01% | +42.9% |
| Q1 2020 | $7,584,000 | -42.0% | 146,600 | -43.4% | 0.01% | -30.0% |
| Q4 2019 | $13,082,000 | +202.5% | 259,146 | +203.2% | 0.01% | +150.0% |
| Q3 2019 | $4,324,000 | -56.8% | 85,468 | -56.8% | 0.00% | -55.6% |
| Q2 2019 | $10,017,000 | +3.0% | 198,000 | +2.2% | 0.01% | 0.0% |
| Q1 2019 | $9,727,000 | – | 193,800 | – | 0.01% | – |
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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% |