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 | $3,764,621 | -0.1% | 78,610 | +0.2% | 0.57% | +4.0% |
| Q2 2023 | $3,770,174 | +27.3% | 78,447 | +29.2% | 0.55% | +21.9% |
| Q1 2023 | $2,961,569 | +9.5% | 60,700 | +8.3% | 0.45% | +6.9% |
| Q4 2022 | $2,703,719 | -37.3% | 56,047 | -37.3% | 0.42% | -41.2% |
| Q3 2022 | $4,314,000 | -16.9% | 89,386 | -15.3% | 0.72% | -15.8% |
| Q2 2022 | $5,192,000 | -15.2% | 105,552 | -14.6% | 0.86% | +1.3% |
| Q1 2022 | $6,125,000 | -6.5% | 123,634 | -4.0% | 0.84% | +3.8% |
| Q4 2021 | $6,548,000 | -2.8% | 128,768 | -2.1% | 0.81% | -11.1% |
| Q3 2021 | $6,735,000 | +2.8% | 131,576 | +2.8% | 0.91% | +3.5% |
| Q2 2021 | $6,553,000 | -3.3% | 127,944 | -3.1% | 0.88% | -11.4% |
| Q1 2021 | $6,778,000 | +3.1% | 132,094 | +3.2% | 1.00% | +0.3% |
| Q4 2020 | $6,577,000 | +0.7% | 127,990 | +1.0% | 0.99% | -12.5% |
| Q3 2020 | $6,529,000 | -5.0% | 126,777 | -4.8% | 1.14% | -17.4% |
| Q2 2020 | $6,875,000 | +2.1% | 133,152 | +2.3% | 1.38% | -2.5% |
| Q1 2020 | $6,736,000 | +15.8% | 130,216 | +13.0% | 1.41% | +26.9% |
| Q4 2019 | $5,817,000 | +13.5% | 115,235 | +13.7% | 1.11% | +5.5% |
| Q3 2019 | $5,126,000 | +13.5% | 101,333 | +13.5% | 1.05% | +13.7% |
| Q2 2019 | $4,517,000 | +42.2% | 89,286 | +41.1% | 0.93% | +34.7% |
| Q1 2019 | $3,177,000 | +14.6% | 63,295 | +13.9% | 0.69% | -7.9% |
| Q4 2018 | $2,773,000 | +76.8% | 55,562 | +75.6% | 0.75% | +130.6% |
| Q3 2018 | $1,568,000 | – | 31,642 | – | 0.32% | – |
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% |