SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $14,757,000 | -2.8% | 300 | 0.0% | 0.01% | +133.3% |
| Q3 2020 | $15,177,000 | 0.0% | 300 | 0.0% | 0.00% | -50.0% |
| Q3 2019 | $15,177,000 | -86.8% | 300 | -86.8% | 0.01% | -85.7% |
| Q3 2017 | $114,807,000 | -34.7% | 2,278 | -34.7% | 0.04% | -38.2% |
| Q2 2017 | $175,795,000 | +64.1% | 3,487 | +64.2% | 0.07% | +61.9% |
| Q4 2016 | $107,105,000 | +0.3% | 2,124 | +1.0% | 0.04% | 0.0% |
| Q3 2016 | $106,763,000 | +0.9% | 2,102 | +1.2% | 0.04% | -6.7% |
| Q2 2016 | $105,833,000 | +186.8% | 2,077 | +183.7% | 0.04% | +164.7% |
| Q4 2015 | $36,907,000 | +4.8% | 732 | +5.6% | 0.02% | +13.3% |
| Q3 2015 | $35,228,000 | – | 693 | – | 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% |