SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 467 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $646,707 | -17.7% | 13,504 | -17.4% | 0.61% | -7.3% |
| Q2 2023 | $785,541 | -2.0% | 16,345 | -0.5% | 0.66% | -5.7% |
| Q1 2023 | $801,278 | +0.4% | 16,423 | -0.7% | 0.70% | -0.9% |
| Q4 2022 | $797,890 | +0.6% | 16,540 | +0.6% | 0.70% | -2.9% |
| Q3 2022 | $793,000 | -1.6% | 16,440 | +0.3% | 0.72% | +4.0% |
| Q2 2022 | $806,000 | -0.7% | 16,391 | 0.0% | 0.70% | +19.6% |
| Q1 2022 | $812,000 | -3.3% | 16,391 | -0.8% | 0.58% | +2.8% |
| Q4 2021 | $840,000 | +0.1% | 16,526 | +0.9% | 0.57% | -6.8% |
| Q3 2021 | $839,000 | -0.6% | 16,384 | -0.5% | 0.61% | +0.7% |
| Q2 2021 | $844,000 | +4.8% | 16,469 | +4.9% | 0.60% | -0.7% |
| Q1 2021 | $805,000 | -0.2% | 15,698 | 0.0% | 0.61% | -5.7% |
| Q4 2020 | $807,000 | +3.2% | 15,698 | +3.4% | 0.64% | -9.0% |
| Q3 2020 | $782,000 | -99.9% | 15,179 | -7.3% | 0.71% | -14.5% |
| Q2 2020 | $845,441,000 | +101637.8% | 16,375 | +2.0% | 0.83% | -13.5% |
| Q1 2020 | $831,000 | +4.5% | 16,055 | +2.0% | 0.96% | +38.3% |
| Q4 2019 | $795,000 | -42.4% | 15,739 | -42.3% | 0.69% | -41.1% |
| Q3 2019 | $1,381,000 | -4.9% | 27,297 | -4.9% | 1.18% | -4.6% |
| Q2 2019 | $1,452,000 | +2.8% | 28,696 | +2.0% | 1.23% | +4.0% |
| Q1 2019 | $1,412,000 | – | 28,142 | – | 1.18% | – |
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% |