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 | $5,313,348 | -0.9% | 110,949 | -0.6% | 0.36% | +3.1% |
Q2 2023 | $5,363,016 | -2.9% | 111,590 | -1.4% | 0.35% | -4.1% |
Q1 2023 | $5,522,101 | +2290.5% | 113,181 | +2265.3% | 0.37% | +2058.8% |
Q3 2022 | $231,000 | -1.7% | 4,785 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $235,000 | -21.4% | 4,785 | -20.7% | 0.02% | -5.6% |
Q1 2022 | $299,000 | -19.6% | 6,035 | -17.6% | 0.02% | -25.0% |
Q4 2021 | $372,000 | -45.5% | 7,320 | -45.0% | 0.02% | -46.7% |
Q2 2021 | $682,000 | +78.5% | 13,307 | +78.8% | 0.04% | +55.2% |
Q4 2020 | $382,000 | +4.7% | 7,442 | +5.1% | 0.03% | -6.5% |
Q3 2020 | $365,000 | -26.4% | 7,078 | -26.4% | 0.03% | -29.5% |
Q2 2020 | $496,000 | +9.3% | 9,612 | +9.5% | 0.04% | -4.3% |
Q1 2020 | $454,000 | – | 8,782 | – | 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% |