SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,025 | +18.2% | 21,412 | +18.6% | 0.04% | +18.2% |
| Q2 2023 | $867 | +2790.0% | 18,047 | +2873.1% | 0.03% | +3200.0% |
| Q1 2023 | $30 | +42.9% | 607 | +37.6% | 0.00% | 0.0% |
| Q4 2022 | $21 | -99.9% | 441 | -23.4% | 0.00% | 0.0% |
| Q3 2022 | $28,000 | +16.7% | 576 | +19.8% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -35.1% | 481 | -35.4% | 0.00% | -50.0% |
| Q1 2022 | $37,000 | +54.2% | 745 | +56.2% | 0.00% | +100.0% |
| Q4 2021 | $24,000 | +14.3% | 477 | +14.7% | 0.00% | 0.0% |
| Q3 2021 | $21,000 | 0.0% | 416 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | -46.2% | 416 | -45.5% | 0.00% | -50.0% |
| Q1 2021 | $39,000 | +18.2% | 763 | +17.9% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | +560.0% | 647 | +627.0% | 0.00% | – |
| Q3 2020 | $5,000 | +25.0% | 89 | +14.1% | 0.00% | – |
| Q2 2020 | $4,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | +33.3% | 78 | +41.8% | 0.00% | – |
| Q4 2019 | $3,000 | -25.0% | 55 | -24.7% | 0.00% | – |
| Q3 2019 | $4,000 | -94.3% | 73 | -94.7% | 0.00% | -100.0% |
| Q2 2019 | $70,000 | +3400.0% | 1,381 | +3268.3% | 0.01% | – |
| Q1 2019 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 41 | -2.4% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | – | 42 | – | 0.00% | – |
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% |