SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,378,371 | +43.0% | 91,426 | +43.5% | 0.65% | +43.3% |
| Q2 2023 | $3,062,501 | +18.6% | 63,722 | +20.4% | 0.46% | +10.7% |
| Q1 2023 | $2,581,532 | +43.8% | 52,911 | +42.2% | 0.41% | +30.9% |
| Q4 2022 | $1,795,210 | -31.1% | 37,214 | -31.0% | 0.31% | -37.9% |
| Q3 2022 | $2,604,000 | -58.1% | 53,955 | -57.3% | 0.51% | -58.5% |
| Q2 2022 | $6,213,000 | +51.4% | 126,309 | +52.5% | 1.22% | +60.4% |
| Q1 2022 | $4,103,000 | +762.0% | 82,816 | +784.3% | 0.76% | +753.9% |
| Q4 2021 | $476,000 | -0.2% | 9,365 | +0.4% | 0.09% | -7.3% |
| Q3 2021 | $477,000 | -0.2% | 9,327 | 0.0% | 0.10% | -3.0% |
| Q2 2021 | $478,000 | +3.2% | 9,327 | +3.3% | 0.10% | -2.9% |
| Q1 2021 | $463,000 | -18.9% | 9,026 | -18.8% | 0.10% | -21.5% |
| Q4 2020 | $571,000 | -7.2% | 11,110 | -7.0% | 0.13% | -13.3% |
| Q3 2020 | $615,000 | -23.1% | 11,951 | -22.9% | 0.15% | -27.5% |
| Q2 2020 | $800,000 | -39.3% | 15,504 | -39.1% | 0.21% | -45.8% |
| Q1 2020 | $1,317,000 | -10.6% | 25,451 | -12.8% | 0.38% | +10.1% |
| Q4 2019 | $1,473,000 | -5.8% | 29,188 | -5.6% | 0.35% | -14.1% |
| Q3 2019 | $1,564,000 | -12.9% | 30,913 | -12.9% | 0.40% | -11.0% |
| Q2 2019 | $1,796,000 | +63.7% | 35,493 | +62.4% | 0.45% | +58.2% |
| Q1 2019 | $1,097,000 | +64.2% | 21,855 | +63.3% | 0.29% | +58.6% |
| Q4 2018 | $668,000 | +8.8% | 13,384 | +8.1% | 0.18% | +12.4% |
| Q3 2018 | $614,000 | +42.1% | 12,382 | +42.7% | 0.16% | +35.3% |
| Q2 2018 | $432,000 | +22.4% | 8,676 | +22.6% | 0.12% | +21.4% |
| Q1 2018 | $353,000 | -10.4% | 7,075 | -10.2% | 0.10% | -13.3% |
| Q4 2017 | $394,000 | -24.1% | 7,875 | -23.5% | 0.11% | -28.5% |
| Q3 2017 | $519,000 | +50.0% | 10,294 | +50.0% | 0.16% | +41.1% |
| Q2 2017 | $346,000 | – | 6,864 | – | 0.11% | – |
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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% |