SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 471 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $532,366 | +6.5% | 11,061 | +6.7% | 0.33% | +8.1% |
Q1 2024 | $499,697 | -4.2% | 10,365 | -3.7% | 0.31% | -9.7% |
Q4 2023 | $521,468 | +1.9% | 10,763 | +0.7% | 0.34% | -2.0% |
Q3 2023 | $511,992 | -8.3% | 10,691 | -8.0% | 0.35% | -7.0% |
Q2 2023 | $558,265 | +99768.5% | 11,616 | +1.5% | 0.37% | -5.1% |
Q1 2023 | $559 | +1.5% | 11,449 | +0.3% | 0.39% | +2.6% |
Q4 2022 | $551 | -99.9% | 11,414 | -6.8% | 0.38% | -7.0% |
Q3 2022 | $591,000 | -5.4% | 12,242 | -3.6% | 0.41% | +0.2% |
Q2 2022 | $625,000 | -69.3% | 12,704 | -69.1% | 0.41% | -65.9% |
Q1 2022 | $2,036,000 | +2.6% | 41,098 | +5.3% | 1.20% | -2.2% |
Q4 2021 | $1,984,000 | +1.4% | 39,021 | +2.1% | 1.23% | +6.4% |
Q3 2021 | $1,956,000 | +11.3% | 38,220 | +11.4% | 1.16% | +9.9% |
Q2 2021 | $1,757,000 | +23.0% | 34,294 | +23.2% | 1.05% | +0.2% |
Q1 2021 | $1,428,000 | +3.2% | 27,827 | +3.3% | 1.05% | +1.8% |
Q4 2020 | $1,384,000 | +27.1% | 26,929 | +27.4% | 1.03% | +18.1% |
Q3 2020 | $1,089,000 | +25.9% | 21,136 | +26.1% | 0.87% | +17.9% |
Q2 2020 | $865,000 | +49.9% | 16,756 | +50.3% | 0.74% | +35.0% |
Q1 2020 | $577,000 | +0.9% | 11,147 | -1.6% | 0.55% | +25.9% |
Q4 2019 | $572,000 | +3.4% | 11,323 | +3.5% | 0.44% | +0.5% |
Q3 2019 | $553,000 | -2.0% | 10,940 | -1.9% | 0.43% | -10.3% |
Q2 2019 | $564,000 | +16.5% | 11,156 | +15.7% | 0.48% | +16.9% |
Q1 2019 | $484,000 | -19.6% | 9,642 | -20.1% | 0.41% | -26.6% |
Q4 2018 | $602,000 | +14.7% | 12,062 | +13.8% | 0.56% | +30.0% |
Q3 2018 | $525,000 | +2.9% | 10,595 | +3.4% | 0.43% | -1.4% |
Q2 2018 | $510,000 | +6.7% | 10,247 | +6.8% | 0.44% | +8.4% |
Q1 2018 | $478,000 | +1.7% | 9,594 | +2.1% | 0.41% | -1.9% |
Q4 2017 | $470,000 | +9.0% | 9,394 | +9.9% | 0.41% | +6.7% |
Q3 2017 | $431,000 | -10.4% | 8,550 | -10.4% | 0.39% | -13.2% |
Q2 2017 | $481,000 | +12.9% | 9,541 | +12.9% | 0.45% | +13.2% |
Q1 2017 | $426,000 | +2.7% | 8,448 | +2.6% | 0.40% | +4.2% |
Q4 2016 | $415,000 | +22.4% | 8,235 | +23.3% | 0.38% | +28.0% |
Q3 2016 | $339,000 | +1.5% | 6,677 | +1.8% | 0.30% | +2.8% |
Q2 2016 | $334,000 | – | 6,556 | – | 0.29% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pacific Sage Partners, LLC | 1,340,809 | $64,439,279 | 19.08% |
Morningstar Investment Management LLC | 1,809,885 | $86,983 | 11.79% |
Northeast Financial Group, Inc. | 339,823 | $16,331,823 | 10.47% |
Greenline Partners, LLC | 1,042,786 | $53,955,154 | 10.09% |
FLC Capital Advisors | 713,899 | $34,309,970 | 10.04% |
Altiora Financial Group, LLC | 442,282 | $21,256,078 | 9.34% |
Bell Investment Advisors, Inc | 854,343 | $41,059,705 | 9.11% |
LOWERY THOMAS, LLC | 187,574 | $9,014,826 | 8.86% |
Comprehensive Wealth Management, LLC | 211,208 | $10,150,656 | 8.79% |
United Capital Management of KS, Inc. | 566,358 | $27,219,167 | 8.72% |