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 | $2,803,337 | -36.5% | 58,536 | -36.3% | 0.11% | -33.7% |
| Q2 2023 | $4,416,281 | -14.3% | 91,890 | -13.0% | 0.16% | -20.5% |
| Q1 2023 | $5,151,199 | -31.1% | 105,579 | -31.9% | 0.20% | -36.3% |
| Q4 2022 | $7,480,094 | -33.8% | 155,060 | -33.8% | 0.32% | -40.3% |
| Q3 2022 | $11,301,000 | -28.2% | 234,178 | -26.8% | 0.54% | -24.2% |
| Q2 2022 | $15,729,000 | -4.2% | 319,770 | -3.5% | 0.71% | +18.9% |
| Q1 2022 | $16,416,000 | -2.4% | 331,371 | +0.2% | 0.60% | +7.7% |
| Q4 2021 | $16,818,000 | -11.4% | 330,734 | -10.8% | 0.56% | -22.3% |
| Q3 2021 | $18,981,000 | -11.8% | 370,799 | -11.7% | 0.71% | -12.0% |
| Q2 2021 | $21,511,000 | -0.2% | 419,976 | -0.0% | 0.81% | -10.2% |
| Q1 2021 | $21,552,000 | -4.3% | 420,034 | -4.1% | 0.90% | -10.9% |
| Q4 2020 | $22,518,000 | -14.5% | 438,181 | -14.3% | 1.01% | -24.8% |
| Q3 2020 | $26,340,000 | +9.0% | 511,449 | +9.3% | 1.35% | -3.0% |
| Q2 2020 | $24,164,000 | -16.8% | 468,028 | -16.6% | 1.39% | -31.1% |
| Q1 2020 | $29,031,000 | +100.2% | 561,199 | +95.3% | 2.02% | +141.3% |
| Q4 2019 | $14,503,000 | +12.6% | 287,311 | +12.8% | 0.84% | +1.7% |
| Q3 2019 | $12,884,000 | +257.2% | 254,679 | +257.2% | 0.82% | +249.8% |
| Q2 2019 | $3,607,000 | -9.7% | 71,301 | -10.4% | 0.24% | -14.2% |
| Q1 2019 | $3,995,000 | +18.8% | 79,591 | +18.2% | 0.27% | -12.2% |
| Q4 2018 | $3,362,000 | -15.4% | 67,360 | -16.0% | 0.31% | -4.3% |
| Q3 2018 | $3,976,000 | -38.3% | 80,210 | -38.2% | 0.33% | -33.6% |
| Q2 2018 | $6,448,000 | -12.7% | 129,850 | -12.9% | 0.49% | -20.7% |
| Q1 2018 | $7,388,000 | +167.1% | 149,005 | +168.2% | 0.62% | +152.7% |
| Q4 2017 | $2,766,000 | +56.7% | 55,550 | +58.4% | 0.24% | +18.9% |
| Q3 2017 | $1,765,000 | +6.0% | 35,080 | +6.1% | 0.21% | 0.0% |
| Q1 2017 | $1,665,000 | -29.2% | 33,051 | -29.2% | 0.21% | -34.2% |
| Q4 2016 | $2,353,000 | +34.6% | 46,676 | +35.4% | 0.31% | +24.2% |
| Q3 2016 | $1,748,000 | +16.5% | 34,475 | +16.8% | 0.25% | +18.9% |
| Q2 2016 | $1,500,000 | – | 29,515 | – | 0.21% | – |
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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% |