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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,158,000 | -40.0% | 23,376 | -38.4% | 0.31% | -37.6% |
| Q4 2021 | $1,929,000 | -0.7% | 37,930 | 0.0% | 0.49% | -8.4% |
| Q3 2021 | $1,942,000 | -0.1% | 37,930 | 0.0% | 0.54% | +23.7% |
| Q2 2021 | $1,943,000 | -0.2% | 37,930 | 0.0% | 0.43% | -9.4% |
| Q1 2021 | $1,946,000 | -0.2% | 37,930 | 0.0% | 0.48% | -4.0% |
| Q4 2020 | $1,949,000 | +15.3% | 37,930 | +15.5% | 0.50% | +2.3% |
| Q3 2020 | $1,691,000 | -0.2% | 32,838 | 0.0% | 0.49% | -17.6% |
| Q2 2020 | $1,695,000 | -84.4% | 32,838 | -84.4% | 0.59% | -87.9% |
| Q1 2020 | $10,891,000 | – | 210,538 | – | 4.90% | – |
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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% |