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 | $258,673 | -37.3% | 5,401 | -37.1% | 0.01% | -38.5% |
| Q2 2023 | $412,859 | -9.5% | 8,590 | -8.1% | 0.01% | -13.3% |
| Q1 2023 | $456,030 | -0.2% | 9,347 | -1.3% | 0.02% | -11.8% |
| Q4 2022 | $456,774 | -65.9% | 9,469 | -65.3% | 0.02% | -37.0% |
| Q2 2022 | $1,340,000 | +392.6% | 27,250 | +416.6% | 0.03% | +107.7% |
| Q3 2021 | $272,000 | +30.8% | 5,275 | +30.2% | 0.01% | +8.3% |
| Q1 2021 | $208,000 | -23.2% | 4,050 | -23.3% | 0.01% | -25.0% |
| Q4 2020 | $271,000 | -0.4% | 5,279 | +0.1% | 0.02% | -30.4% |
| Q3 2020 | $272,000 | -0.7% | 5,275 | -0.5% | 0.02% | -8.0% |
| Q2 2020 | $274,000 | +25.1% | 5,300 | +20.1% | 0.02% | +25.0% |
| Q3 2018 | $219,000 | -70.4% | 4,414 | -70.2% | 0.02% | -75.0% |
| Q4 2017 | $740,000 | – | 14,801 | – | 0.08% | – |
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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% |