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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,888 | -11.7% | 4,466 | -11.4% | 0.04% | -8.3% |
| Q2 2023 | $242,262 | +17.6% | 5,040 | +25.1% | 0.05% | +11.6% |
| Q3 2021 | $206,000 | 0.0% | 4,030 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $206,000 | -27.2% | 4,030 | -27.1% | 0.04% | -31.7% |
| Q1 2021 | $283,000 | -32.6% | 5,530 | -32.5% | 0.06% | -38.2% |
| Q4 2020 | $420,000 | -77.5% | 8,190 | -77.4% | 0.10% | -80.1% |
| Q3 2020 | $1,869,000 | -12.9% | 36,296 | -12.7% | 0.51% | -19.6% |
| Q2 2020 | $2,147,000 | -34.9% | 41,596 | -34.8% | 0.64% | -43.4% |
| Q1 2020 | $3,299,000 | +1.5% | 63,780 | -0.9% | 1.13% | +25.9% |
| Q4 2019 | $3,249,000 | +4.5% | 64,380 | +4.7% | 0.90% | -3.5% |
| Q3 2019 | $3,110,000 | +3.0% | 61,490 | +3.1% | 0.93% | +0.4% |
| Q2 2019 | $3,018,000 | -11.3% | 59,660 | -12.0% | 0.92% | -51.4% |
| Q1 2019 | $3,402,000 | +13.4% | 67,785 | +12.7% | 1.90% | -0.2% |
| Q4 2018 | $3,001,000 | +114.1% | 60,135 | +112.5% | 1.90% | +146.8% |
| Q3 2018 | $1,402,000 | – | 28,293 | – | 0.77% | – |
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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% |