SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,914 | -10.1% | 102,612 | -9.7% | 0.02% | -8.0% |
| Q2 2023 | $5,464 | -30.4% | 113,682 | -29.4% | 0.02% | -35.9% |
| Q1 2023 | $7,853 | -3.5% | 160,961 | -4.6% | 0.04% | -7.1% |
| Q4 2022 | $8,137 | -100.0% | 168,685 | -58.6% | 0.04% | -62.2% |
| Q3 2022 | $19,648,000 | +17.7% | 407,123 | +19.9% | 0.11% | +23.3% |
| Q2 2022 | $16,697,000 | +16.6% | 339,449 | +17.4% | 0.09% | +36.4% |
| Q1 2022 | $14,318,000 | -4.1% | 289,026 | -1.6% | 0.07% | -1.5% |
| Q4 2021 | $14,933,000 | -5.3% | 293,661 | -4.7% | 0.07% | -14.1% |
| Q3 2021 | $15,771,000 | +18.7% | 308,087 | +18.8% | 0.08% | +21.9% |
| Q2 2021 | $13,282,000 | -29.9% | 259,317 | -29.8% | 0.06% | -37.9% |
| Q1 2021 | $18,949,000 | -35.0% | 369,313 | -34.9% | 0.10% | -39.4% |
| Q4 2020 | $29,155,000 | +100.4% | 567,333 | +100.8% | 0.17% | +73.5% |
| Q3 2020 | $14,549,000 | +16.6% | 282,510 | +16.9% | 0.10% | +4.3% |
| Q2 2020 | $12,473,000 | +31.3% | 241,593 | +31.6% | 0.09% | +3.3% |
| Q1 2020 | $9,498,000 | +1.3% | 183,615 | -1.1% | 0.09% | +26.4% |
| Q4 2019 | $9,375,000 | +24.2% | 185,710 | +24.4% | 0.07% | +9.1% |
| Q3 2019 | $7,550,000 | +17.7% | 149,246 | +17.8% | 0.07% | +11.9% |
| Q2 2019 | $6,412,000 | -13.0% | 126,743 | -13.7% | 0.06% | -16.9% |
| Q1 2019 | $7,373,000 | -12.9% | 146,900 | -13.4% | 0.07% | -24.5% |
| Q4 2018 | $8,465,000 | +9.4% | 169,602 | +8.7% | 0.09% | +27.0% |
| Q3 2018 | $7,737,000 | -41.0% | 156,079 | -40.8% | 0.07% | -46.4% |
| Q2 2018 | $13,114,000 | +44.2% | 263,648 | +44.4% | 0.14% | +34.0% |
| Q1 2018 | $9,097,000 | -7.8% | 182,523 | -7.5% | 0.10% | -11.2% |
| Q4 2017 | $9,871,000 | +45.0% | 197,294 | +46.1% | 0.12% | +27.5% |
| Q3 2017 | $6,808,000 | +5.6% | 135,071 | +5.7% | 0.09% | -4.2% |
| Q2 2017 | $6,444,000 | -8.5% | 127,811 | -8.5% | 0.10% | -20.8% |
| Q1 2017 | $7,045,000 | +6.9% | 139,609 | +6.8% | 0.12% | -3.2% |
| Q4 2016 | $6,590,000 | +2.8% | 130,707 | +3.6% | 0.12% | +4.2% |
| Q3 2016 | $6,408,000 | -11.1% | 126,171 | -10.8% | 0.12% | -22.2% |
| Q2 2016 | $7,206,000 | +9.9% | 141,403 | +9.5% | 0.15% | +3.4% |
| Q1 2016 | $6,557,000 | +29.4% | 129,084 | +28.5% | 0.15% | +23.3% |
| Q4 2015 | $5,066,000 | +36.5% | 100,434 | +37.5% | 0.12% | +13.2% |
| Q3 2015 | $3,710,000 | +11.9% | 73,022 | +11.7% | 0.11% | +15.2% |
| Q2 2015 | $3,315,000 | +1165.3% | 65,378 | +1167.0% | 0.09% | +1214.3% |
| Q1 2015 | $262,000 | +10.1% | 5,160 | +9.7% | 0.01% | 0.0% |
| Q4 2014 | $238,000 | +9.2% | 4,703 | +9.3% | 0.01% | +16.7% |
| Q3 2014 | $218,000 | – | 4,304 | – | 0.01% | – |
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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% |