SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263 | -0.4% | 5,500 | 0.0% | 0.06% | +1.9% |
| Q2 2023 | $264 | -0.4% | 5,500 | 0.0% | 0.05% | -3.6% |
| Q1 2023 | $265 | 0.0% | 5,500 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $265 | -99.9% | 5,500 | 0.0% | 0.06% | -8.2% |
| Q3 2022 | $265,000 | -2.2% | 5,500 | 0.0% | 0.06% | +3.4% |
| Q2 2022 | $271,000 | -13.1% | 5,500 | -12.7% | 0.06% | 0.0% |
| Q1 2022 | $312,000 | -69.3% | 6,300 | -68.4% | 0.06% | -68.6% |
| Q4 2021 | $1,015,000 | +4.5% | 19,961 | +5.3% | 0.19% | -3.6% |
| Q3 2021 | $971,000 | +40.1% | 18,961 | +40.1% | 0.20% | +43.4% |
| Q2 2021 | $693,000 | -15.8% | 13,530 | -15.6% | 0.14% | -13.4% |
| Q1 2021 | $823,000 | +17.7% | 16,037 | +17.9% | 0.16% | +15.4% |
| Q4 2020 | $699,000 | +14.6% | 13,600 | +14.8% | 0.14% | -6.2% |
| Q3 2020 | $610,000 | -6.3% | 11,850 | -6.0% | 0.14% | +6.6% |
| Q2 2020 | $651,000 | +16.5% | 12,600 | +16.7% | 0.14% | -0.7% |
| Q1 2020 | $559,000 | -1.9% | 10,800 | -4.4% | 0.14% | +48.9% |
| Q4 2019 | $570,000 | +1.1% | 11,300 | +1.3% | 0.09% | +1.1% |
| Q3 2019 | $564,000 | 0.0% | 11,150 | 0.0% | 0.09% | +2.2% |
| Q2 2019 | $564,000 | -5.2% | 11,150 | -5.9% | 0.09% | -7.3% |
| Q1 2019 | $595,000 | -1.5% | 11,850 | -2.1% | 0.10% | -8.6% |
| Q4 2018 | $604,000 | -2.1% | 12,100 | -2.8% | 0.10% | +32.9% |
| Q3 2018 | $617,000 | -34.7% | 12,450 | -34.5% | 0.08% | -35.8% |
| Q2 2018 | $945,000 | -54.0% | 19,000 | -53.9% | 0.12% | +20.6% |
| Q1 2018 | $2,053,000 | +56.1% | 41,200 | +56.7% | 0.10% | +72.9% |
| Q4 2017 | $1,315,000 | +155.8% | 26,300 | +157.8% | 0.06% | +181.0% |
| Q3 2017 | $514,000 | 0.0% | 10,200 | 0.0% | 0.02% | +5.0% |
| Q2 2017 | $514,000 | -0.2% | 10,200 | 0.0% | 0.02% | +5.3% |
| Q1 2017 | $515,000 | – | 10,200 | – | 0.02% | – |
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% |