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 2022 | $96,000 | -21.3% | 1,990 | -20.1% | 0.05% | -14.8% |
| Q2 2022 | $122,000 | -0.8% | 2,490 | 0.0% | 0.06% | +17.3% |
| Q1 2022 | $123,000 | +21.8% | 2,490 | +25.1% | 0.05% | +33.3% |
| Q4 2021 | $101,000 | -1.0% | 1,990 | 0.0% | 0.04% | -9.3% |
| Q3 2021 | $102,000 | 0.0% | 1,990 | 0.0% | 0.04% | +34.4% |
| Q2 2021 | $102,000 | -4.7% | 1,990 | -4.8% | 0.03% | +3.2% |
| Q1 2021 | $107,000 | -2.7% | 2,090 | -2.3% | 0.03% | -6.1% |
| Q4 2020 | $110,000 | 0.0% | 2,140 | 0.0% | 0.03% | -10.8% |
| Q3 2020 | $110,000 | -59.0% | 2,140 | -58.8% | 0.04% | -60.2% |
| Q2 2020 | $268,000 | -0.7% | 5,200 | -0.5% | 0.09% | -16.2% |
| Q1 2020 | $270,000 | -49.5% | 5,225 | -50.7% | 0.11% | -30.2% |
| Q4 2019 | $535,000 | +2.1% | 10,600 | +2.3% | 0.16% | -3.6% |
| Q3 2019 | $524,000 | +3.1% | 10,365 | +3.2% | 0.16% | 0.0% |
| Q2 2019 | $508,000 | +25.1% | 10,040 | +24.1% | 0.16% | +24.1% |
| Q1 2019 | $406,000 | +49.3% | 8,090 | +48.7% | 0.13% | +41.5% |
| Q4 2018 | $272,000 | +0.7% | 5,440 | 0.0% | 0.09% | +25.3% |
| Q3 2018 | $270,000 | -3.9% | 5,440 | -3.5% | 0.08% | -7.4% |
| Q2 2018 | $281,000 | 0.0% | 5,640 | 0.0% | 0.08% | -2.4% |
| Q1 2018 | $281,000 | -19.0% | 5,640 | -18.7% | 0.08% | -24.5% |
| Q4 2017 | $347,000 | -32.8% | 6,940 | -32.2% | 0.11% | -36.4% |
| Q3 2017 | $516,000 | -8.3% | 10,240 | -8.3% | 0.17% | -11.3% |
| Q2 2017 | $563,000 | -12.0% | 11,165 | -12.0% | 0.20% | -14.1% |
| Q1 2017 | $640,000 | -28.4% | 12,690 | -28.5% | 0.23% | -32.4% |
| Q4 2016 | $894,000 | -2.8% | 17,740 | -2.1% | 0.34% | -2.9% |
| Q3 2016 | $920,000 | -2.4% | 18,115 | -2.1% | 0.35% | -5.5% |
| Q2 2016 | $943,000 | -6.5% | 18,510 | -6.8% | 0.37% | -7.8% |
| Q1 2016 | $1,009,000 | +23.8% | 19,860 | +22.9% | 0.40% | +26.0% |
| Q4 2015 | $815,000 | +101.7% | 16,160 | +103.3% | 0.32% | +93.3% |
| Q3 2015 | $404,000 | -28.9% | 7,950 | -29.0% | 0.16% | -9.4% |
| Q1 2015 | $568,000 | -28.1% | 11,190 | -28.4% | 0.18% | -29.1% |
| Q4 2014 | $790,000 | +127.7% | 15,625 | +127.6% | 0.25% | +120.9% |
| Q3 2014 | $347,000 | +3.0% | 6,865 | +3.2% | 0.12% | +5.5% |
| Q2 2014 | $337,000 | -62.0% | 6,650 | -62.1% | 0.11% | -67.3% |
| Q1 2014 | $886,000 | -13.5% | 17,530 | -13.4% | 0.33% | -13.5% |
| Q4 2013 | $1,024,000 | -24.3% | 20,250 | -24.3% | 0.38% | -30.6% |
| Q3 2013 | $1,352,000 | – | 26,750 | – | 0.56% | – |
Download | ||||||
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% |