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 | $2,219 | -1.0% | 46,337 | -0.6% | 0.03% | -3.4% |
| Q2 2023 | $2,241 | +0.4% | 46,600 | +1.7% | 0.03% | -3.3% |
| Q1 2023 | $2,233 | -1.3% | 45,839 | -2.1% | 0.03% | -3.2% |
| Q4 2022 | $2,263 | -99.9% | 46,826 | +0.1% | 0.03% | -3.1% |
| Q3 2022 | $2,256,000 | -3.9% | 46,762 | -2.2% | 0.03% | +3.2% |
| Q2 2022 | $2,347,000 | -9.1% | 47,808 | -8.3% | 0.03% | +6.9% |
| Q1 2022 | $2,583,000 | -1.1% | 52,155 | +1.5% | 0.03% | 0.0% |
| Q4 2021 | $2,613,000 | -26.4% | 51,382 | -25.9% | 0.03% | -31.0% |
| Q3 2021 | $3,551,000 | +18.0% | 69,377 | +18.1% | 0.04% | +16.7% |
| Q2 2021 | $3,009,000 | +17.8% | 58,748 | +18.1% | 0.04% | +9.1% |
| Q1 2021 | $2,554,000 | +20.3% | 49,761 | +20.4% | 0.03% | +10.0% |
| Q4 2020 | $2,123,000 | +21.4% | 41,320 | +21.7% | 0.03% | +11.1% |
| Q3 2020 | $1,749,000 | +19.1% | 33,943 | +19.3% | 0.03% | +12.5% |
| Q2 2020 | $1,469,000 | +23.7% | 28,462 | +23.9% | 0.02% | +9.1% |
| Q1 2020 | $1,188,000 | +29.0% | 22,972 | +25.9% | 0.02% | +57.1% |
| Q4 2019 | $921,000 | +48.1% | 18,244 | +48.4% | 0.01% | +27.3% |
| Q3 2019 | $622,000 | +170.4% | 12,290 | +170.1% | 0.01% | +175.0% |
| Q2 2019 | $230,000 | – | 4,551 | – | 0.00% | – |
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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% |