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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $683,000 | -3.5% | 13,431 | -2.9% | 0.04% | -8.2% |
| Q3 2021 | $708,000 | -0.6% | 13,835 | -0.4% | 0.05% | -2.0% |
| Q2 2021 | $712,000 | -2.5% | 13,892 | -2.3% | 0.05% | -16.7% |
| Q4 2020 | $730,000 | -5.2% | 14,213 | -5.0% | 0.06% | -15.5% |
| Q3 2020 | $770,000 | -2.4% | 14,961 | -2.1% | 0.07% | -1.4% |
| Q2 2020 | $789,000 | -66.2% | 15,285 | -67.2% | 0.07% | -77.3% |
| Q1 2019 | $2,337,000 | -26.5% | 46,554 | -27.0% | 0.32% | -34.4% |
| Q4 2018 | $3,181,000 | -10.9% | 63,744 | -11.5% | 0.48% | +41.6% |
| Q3 2018 | $3,570,000 | -13.5% | 72,021 | -13.2% | 0.34% | -42.2% |
| Q2 2018 | $4,126,000 | +67.7% | 82,957 | +68.0% | 0.59% | +71.0% |
| Q1 2018 | $2,461,000 | -58.4% | 49,375 | -58.2% | 0.34% | -63.6% |
| Q4 2017 | $5,912,000 | -17.3% | 118,178 | -16.7% | 0.95% | -7.9% |
| Q3 2017 | $7,149,000 | +58.3% | 141,836 | +58.4% | 1.03% | +49.1% |
| Q2 2017 | $4,516,000 | -6.8% | 89,561 | -6.7% | 0.69% | -6.7% |
| Q1 2017 | $4,845,000 | -50.7% | 96,011 | -50.7% | 0.74% | -53.9% |
| Q4 2016 | $9,825,000 | +25.4% | 194,867 | +26.3% | 1.61% | +35.0% |
| Q3 2016 | $7,838,000 | -24.0% | 154,313 | -23.7% | 1.19% | -27.8% |
| Q2 2016 | $10,307,000 | +80.4% | 202,257 | +79.9% | 1.65% | +245.0% |
| Q1 2016 | $5,712,000 | -32.3% | 112,435 | -32.8% | 0.48% | -64.7% |
| Q4 2015 | $8,439,000 | +92.2% | 167,315 | +93.6% | 1.36% | +95.5% |
| Q3 2015 | $4,391,000 | -69.2% | 86,437 | -69.2% | 0.69% | -68.4% |
| Q2 2015 | $14,252,000 | +108.1% | 281,051 | +108.3% | 2.19% | +99.5% |
| Q1 2015 | $6,847,000 | -52.1% | 134,921 | -52.3% | 1.10% | -59.2% |
| Q4 2014 | $14,293,000 | – | 282,572 | – | 2.69% | – |
Download | ||||||
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% |