SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $450 | -17.3% | 9,390 | -17.1% | 0.36% | -12.9% |
| Q2 2023 | $544 | -13.2% | 11,329 | -11.8% | 0.41% | -15.1% |
| Q1 2023 | $627 | -2.5% | 12,844 | -3.6% | 0.48% | -8.0% |
| Q4 2022 | $643 | -99.9% | 13,328 | -12.5% | 0.53% | -15.3% |
| Q3 2022 | $735,000 | -3.2% | 15,235 | -1.2% | 0.62% | +6.2% |
| Q2 2022 | $759,000 | +7.1% | 15,427 | +7.9% | 0.58% | +34.8% |
| Q1 2022 | $709,000 | -2.5% | 14,304 | +0.0% | 0.43% | +2.8% |
| Q4 2021 | $727,000 | +11.5% | 14,303 | +12.3% | 0.42% | +0.2% |
| Q3 2021 | $652,000 | +4.8% | 12,737 | +4.8% | 0.42% | +1.7% |
| Q2 2021 | $622,000 | -99.7% | 12,148 | +180.6% | 0.41% | +163.7% |
| Q1 2021 | $222,166,000 | +107226.6% | 4,330 | +7.8% | 0.16% | -1.3% |
| Q4 2020 | $207,000 | 0.0% | 4,018 | +0.1% | 0.16% | -7.6% |
| Q3 2020 | $207,000 | -5.5% | 4,015 | -5.4% | 0.17% | -16.1% |
| Q2 2020 | $219,000 | -0.5% | 4,246 | 0.0% | 0.20% | -17.7% |
| Q1 2020 | $220,000 | -20.9% | 4,246 | -22.8% | 0.25% | +3.3% |
| Q4 2019 | $278,000 | +27.5% | 5,501 | +27.5% | 0.24% | +15.9% |
| Q3 2019 | $218,000 | – | 4,314 | – | 0.21% | – |
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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% |