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 | $5,124,032 | +9.4% | 106,996 | +9.7% | 0.05% | +12.2% |
| Q2 2023 | $4,685,711 | +10.3% | 97,497 | +12.0% | 0.04% | 0.0% |
| Q1 2023 | $4,248,489 | +90.4% | 87,077 | -21.9% | 0.04% | -63.4% |
| Q4 2022 | $2,231,378 | -58.8% | 111,523 | -0.6% | 0.11% | +80.6% |
| Q3 2022 | $5,414,000 | -10.4% | 112,181 | -8.6% | 0.06% | +14.8% |
| Q2 2022 | $6,041,000 | -2.9% | 122,800 | -2.2% | 0.05% | +12.5% |
| Q1 2022 | $6,221,000 | -5.7% | 125,573 | -3.2% | 0.05% | -2.0% |
| Q4 2021 | $6,596,000 | -28.6% | 129,717 | -28.1% | 0.05% | -16.9% |
| Q3 2021 | $9,233,000 | +50.5% | 180,350 | +50.6% | 0.06% | +9.3% |
| Q2 2021 | $6,133,000 | +12.5% | 119,745 | +12.7% | 0.05% | +3.8% |
| Q1 2021 | $5,450,000 | +3.9% | 106,214 | +4.1% | 0.05% | -5.5% |
| Q4 2020 | $5,245,000 | +217.3% | 102,062 | +218.0% | 0.06% | +161.9% |
| Q3 2020 | $1,653,000 | +433.2% | 32,100 | +435.1% | 0.02% | +425.0% |
| Q2 2020 | $310,000 | +39.6% | 5,999 | +36.4% | 0.00% | +33.3% |
| Q4 2019 | $222,000 | -69.1% | 4,397 | -69.0% | 0.00% | -72.7% |
| Q3 2019 | $718,000 | +76.4% | 14,191 | +76.4% | 0.01% | +57.1% |
| Q2 2019 | $407,000 | -79.9% | 8,044 | -80.1% | 0.01% | -82.5% |
| Q1 2019 | $2,025,000 | +95.7% | 40,362 | +94.7% | 0.04% | +60.0% |
| Q4 2018 | $1,035,000 | +131.5% | 20,734 | +129.8% | 0.02% | +177.8% |
| Q3 2018 | $447,000 | +16.7% | 9,022 | +17.0% | 0.01% | +50.0% |
| Q2 2018 | $383,000 | +53.2% | 7,712 | +54.2% | 0.01% | -45.5% |
| Q4 2017 | $250,000 | -17.2% | 5,000 | -16.7% | 0.01% | +57.1% |
| Q3 2017 | $302,000 | 0.0% | 6,000 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $302,000 | -0.3% | 6,000 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $303,000 | 0.0% | 6,000 | 0.0% | 0.01% | -20.0% |
| Q4 2016 | $303,000 | -46.4% | 6,000 | -46.2% | 0.01% | -56.5% |
| Q3 2016 | $565,000 | -0.5% | 11,149 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $568,000 | +8.8% | 11,149 | +8.4% | 0.02% | -8.0% |
| Q1 2016 | $522,000 | – | 10,281 | – | 0.02% | – |
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% |