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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $241 | -99.9% | 5,006 | +20.2% | 0.01% | 0.0% |
| Q1 2021 | $214,000 | +4.4% | 4,166 | +4.7% | 0.01% | -12.5% |
| Q4 2020 | $205,000 | 0.0% | 3,980 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $205,000 | -60.8% | 3,980 | -60.7% | 0.01% | -64.0% |
| Q2 2020 | $523,000 | +37.6% | 10,139 | +38.0% | 0.02% | +13.6% |
| Q1 2020 | $380,000 | -5.2% | 7,349 | -7.5% | 0.02% | +15.8% |
| Q4 2019 | $401,000 | -7.2% | 7,945 | -7.0% | 0.02% | -13.6% |
| Q3 2019 | $432,000 | +34.2% | 8,544 | +34.4% | 0.02% | +22.2% |
| Q2 2019 | $322,000 | – | 6,359 | – | 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% |