SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $73,000 | -2.7% | 1,452 | -1.4% | 0.00% | 0.0% |
| Q3 2021 | $75,000 | +200.0% | 1,473 | +194.0% | 0.00% | +300.0% |
| Q2 2021 | $25,000 | -3.8% | 501 | -4.6% | 0.00% | -50.0% |
| Q1 2021 | $26,000 | -60.0% | 525 | -59.1% | 0.00% | -50.0% |
| Q4 2020 | $65,000 | -1.5% | 1,283 | -0.9% | 0.00% | -20.0% |
| Q3 2020 | $66,000 | -86.3% | 1,295 | -86.2% | 0.01% | -87.5% |
| Q2 2020 | $483,000 | +448.9% | 9,355 | +445.2% | 0.04% | +344.4% |
| Q1 2020 | $88,000 | -25.4% | 1,716 | -26.8% | 0.01% | 0.0% |
| Q4 2019 | $118,000 | -60.4% | 2,344 | -60.2% | 0.01% | -65.4% |
| Q3 2019 | $298,000 | -2.3% | 5,895 | -2.5% | 0.03% | -3.7% |
| Q2 2019 | $305,000 | +5.9% | 6,045 | +5.2% | 0.03% | 0.0% |
| Q1 2019 | $288,000 | +21.5% | 5,746 | +20.7% | 0.03% | +3.8% |
| Q4 2018 | $237,000 | -0.8% | 4,762 | -1.6% | 0.03% | +4.0% |
| Q3 2018 | $239,000 | – | 4,840 | – | 0.02% | – |
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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% |