SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,846,301 | -6.8% | 101,197 | -6.5% | 0.03% | +14.3% |
| Q2 2023 | $5,201,663 | +1.4% | 108,233 | +2.9% | 0.03% | -3.4% |
| Q1 2023 | $5,131,611 | -24.1% | 105,178 | -25.0% | 0.03% | -23.7% |
| Q4 2022 | $6,760,937 | -10.7% | 140,152 | -10.6% | 0.04% | -15.6% |
| Q3 2022 | $7,568,000 | -47.7% | 156,811 | -46.7% | 0.04% | -43.0% |
| Q2 2022 | $14,478,000 | -21.9% | 294,328 | -21.4% | 0.08% | -12.2% |
| Q1 2022 | $18,547,000 | -14.6% | 374,382 | -12.3% | 0.09% | -10.0% |
| Q4 2021 | $21,708,000 | -3.6% | 426,898 | -2.9% | 0.10% | -11.5% |
| Q3 2021 | $22,514,000 | -3.9% | 439,807 | -3.8% | 0.11% | -4.2% |
| Q2 2021 | $23,423,000 | -1.8% | 457,300 | -1.7% | 0.12% | -10.6% |
| Q1 2021 | $23,858,000 | -7.8% | 464,980 | -7.6% | 0.13% | -15.4% |
| Q4 2020 | $25,873,000 | +0.6% | 503,458 | +0.8% | 0.16% | -7.1% |
| Q3 2020 | $25,719,000 | +10.1% | 499,392 | +10.3% | 0.17% | -1.2% |
| Q2 2020 | $23,370,000 | -13.6% | 452,644 | -13.4% | 0.17% | -23.8% |
| Q1 2020 | $27,045,000 | +7.7% | 522,817 | +5.1% | 0.22% | +37.7% |
| Q4 2019 | $25,107,000 | -3.1% | 497,365 | -2.9% | 0.16% | -10.5% |
| Q3 2019 | $25,912,000 | -2.5% | 512,196 | -2.5% | 0.18% | +4.0% |
| Q2 2019 | $26,584,000 | -19.9% | 525,475 | -20.5% | 0.17% | -25.3% |
| Q1 2019 | $33,182,000 | -4.9% | 661,128 | -5.4% | 0.23% | -15.9% |
| Q4 2018 | $34,880,000 | +20.5% | 698,850 | +19.7% | 0.28% | +36.5% |
| Q3 2018 | $28,939,000 | +12.3% | 583,800 | +12.7% | 0.20% | +5.7% |
| Q2 2018 | $25,766,000 | +10.6% | 518,022 | +10.8% | 0.19% | +7.9% |
| Q1 2018 | $23,304,000 | +0.6% | 467,583 | +1.0% | 0.18% | -2.7% |
| Q4 2017 | $23,173,000 | -1.6% | 463,181 | -0.9% | 0.18% | -8.5% |
| Q3 2017 | $23,548,000 | +4964.1% | 467,231 | +4967.6% | 0.20% | +4900.0% |
| Q2 2017 | $465,000 | -12.9% | 9,220 | -12.8% | 0.00% | -20.0% |
| Q1 2017 | $534,000 | -15.0% | 10,576 | -15.1% | 0.01% | -16.7% |
| Q4 2016 | $628,000 | -30.3% | 12,463 | -29.8% | 0.01% | -33.3% |
| Q3 2016 | $901,000 | -38.3% | 17,749 | -38.0% | 0.01% | -40.0% |
| Q2 2016 | $1,461,000 | -17.2% | 28,646 | -17.6% | 0.02% | -21.1% |
| Q1 2016 | $1,765,000 | -26.6% | 34,751 | -27.1% | 0.02% | -32.1% |
| Q4 2015 | $2,403,000 | -18.4% | 47,641 | -17.8% | 0.03% | -20.0% |
| Q3 2015 | $2,944,000 | -21.6% | 57,957 | -21.8% | 0.04% | -20.5% |
| Q2 2015 | $3,757,000 | +13.4% | 74,088 | +13.4% | 0.04% | +7.3% |
| Q1 2015 | $3,314,000 | -45.6% | 65,308 | -45.7% | 0.04% | -10.9% |
| Q4 2014 | $6,088,000 | +1008.9% | 120,352 | +1008.7% | 0.05% | +360.0% |
| Q3 2014 | $549,000 | -55.5% | 10,855 | -55.6% | 0.01% | -61.5% |
| Q1 2014 | $1,235,000 | – | 24,437 | – | 0.03% | – |
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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% |