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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | -99.9% | 20 | -99.9% | 0.00% | -100.0% |
| Q4 2020 | $1,077,000 | +102.1% | 20,954 | +102.5% | 0.02% | +9.5% |
| Q3 2020 | $533,000 | -55.9% | 10,349 | -57.0% | 0.02% | -60.4% |
| Q1 2019 | $1,208,000 | -59.3% | 24,066 | -59.1% | 0.05% | -83.8% |
| Q1 2017 | $2,966,000 | -54.5% | 58,776 | -54.5% | 0.33% | -62.6% |
| Q4 2016 | $6,518,000 | +928.1% | 129,276 | +939.2% | 0.87% | +709.3% |
| Q2 2016 | $634,000 | -76.6% | 12,440 | -76.7% | 0.11% | -77.0% |
| Q1 2016 | $2,712,000 | -44.5% | 53,384 | -44.9% | 0.47% | -62.1% |
| Q4 2015 | $4,888,000 | -16.8% | 96,912 | -16.2% | 1.24% | -34.0% |
| Q3 2015 | $5,877,000 | +280.9% | 115,689 | +280.3% | 1.88% | +335.3% |
| Q2 2015 | $1,543,000 | +475.7% | 30,423 | +477.2% | 0.43% | +419.3% |
| Q1 2015 | $268,000 | -77.7% | 5,271 | -77.8% | 0.08% | -82.2% |
| Q4 2014 | $1,202,000 | – | 23,758 | – | 0.46% | – |
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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% |