SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $345,193 | +5.9% | 7,155 | +5.9% | 0.01% | 0.0% |
| Q3 2022 | $326,000 | +19.4% | 6,757 | +27.3% | 0.01% | +33.3% |
| Q4 2020 | $273,000 | +9.2% | 5,309 | +9.3% | 0.01% | -10.0% |
| Q3 2020 | $250,000 | +2.5% | 4,858 | +2.7% | 0.01% | -9.1% |
| Q2 2020 | $244,000 | +21.4% | 4,728 | +16.9% | 0.01% | -8.3% |
| Q3 2018 | $201,000 | 0.0% | 4,045 | +0.1% | 0.01% | -7.7% |
| Q2 2018 | $201,000 | 0.0% | 4,040 | +0.1% | 0.01% | -13.3% |
| Q1 2018 | $201,000 | – | 4,036 | – | 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% |