SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 467 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91 | -1.1% | 1,913 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $92 | -52.8% | 1,913 | -52.2% | 0.01% | -55.6% |
| Q1 2023 | $195 | +1.0% | 4,005 | 0.0% | 0.02% | -10.0% |
| Q4 2022 | $193 | -99.9% | 4,005 | +8.4% | 0.02% | 0.0% |
| Q3 2022 | $178,000 | -48.9% | 3,695 | -47.5% | 0.02% | -48.7% |
| Q1 2022 | $348,000 | +4.8% | 7,032 | +7.7% | 0.04% | -2.5% |
| Q4 2021 | $332,000 | -0.6% | 6,527 | -0.0% | 0.04% | -9.1% |
| Q3 2021 | $334,000 | +49.1% | 6,529 | +49.1% | 0.04% | +33.3% |
| Q2 2021 | $224,000 | +126.3% | 4,378 | +128.6% | 0.03% | +50.0% |
| Q1 2021 | $99,000 | -60.6% | 1,915 | -60.6% | 0.02% | -56.0% |
| Q4 2020 | $251,000 | -16.6% | 4,863 | -16.6% | 0.05% | -24.2% |
| Q3 2020 | $301,000 | -5.0% | 5,830 | -4.9% | 0.07% | -23.3% |
| Q2 2020 | $317,000 | -75.0% | 6,130 | -75.0% | 0.09% | -77.2% |
| Q1 2020 | $1,266,000 | +21000.0% | 24,514 | +21216.5% | 0.38% | +18750.0% |
| Q4 2019 | $6,000 | +50.0% | 115 | +62.0% | 0.00% | +100.0% |
| Q3 2019 | $4,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | -96.6% | 71 | -97.0% | 0.00% | -97.6% |
| Q1 2019 | $119,000 | -35.3% | 2,354 | -35.9% | 0.04% | -46.1% |
| Q4 2018 | $184,000 | +1.1% | 3,675 | 0.0% | 0.08% | +11.8% |
| Q3 2018 | $182,000 | -6.7% | 3,675 | -5.6% | 0.07% | +1.5% |
| Q2 2018 | $195,000 | 0.0% | 3,895 | 0.0% | 0.07% | -30.9% |
| Q1 2018 | $195,000 | -17.4% | 3,895 | -17.0% | 0.10% | +2.1% |
| Q4 2017 | $236,000 | -25.6% | 4,694 | -25.0% | 0.10% | -37.9% |
| Q3 2017 | $317,000 | -13.4% | 6,262 | -13.7% | 0.15% | -16.8% |
| Q2 2017 | $366,000 | -6.9% | 7,253 | -6.7% | 0.18% | -13.2% |
| Q1 2017 | $393,000 | -83.4% | 7,772 | -83.4% | 0.21% | -84.5% |
| Q4 2016 | $2,361,000 | +1.9% | 46,867 | +2.6% | 1.37% | -6.4% |
| Q3 2016 | $2,316,000 | -11.1% | 45,658 | -10.7% | 1.46% | -19.3% |
| Q2 2016 | $2,606,000 | -7.4% | 51,130 | -7.7% | 1.81% | -12.5% |
| Q1 2016 | $2,815,000 | -6.5% | 55,408 | -7.2% | 2.07% | +4.7% |
| Q4 2015 | $3,012,000 | – | 59,721 | – | 1.98% | – |
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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% |