SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $514,000 | -51.9% | 10,655 | -51.0% | 0.15% | -50.0% |
| Q2 2022 | $1,069,000 | -27.8% | 21,736 | -27.3% | 0.29% | -15.1% |
| Q1 2022 | $1,480,000 | -21.3% | 29,880 | -19.2% | 0.34% | -20.7% |
| Q4 2021 | $1,880,000 | -10.0% | 36,966 | -9.4% | 0.43% | -15.7% |
| Q3 2021 | $2,089,000 | -2.9% | 40,803 | -2.9% | 0.52% | -3.7% |
| Q2 2021 | $2,152,000 | -15.4% | 42,008 | -15.3% | 0.54% | -13.0% |
| Q1 2021 | $2,545,000 | -9.7% | 49,595 | -9.6% | 0.62% | -16.6% |
| Q4 2020 | $2,818,000 | -14.0% | 54,836 | -13.8% | 0.74% | -24.6% |
| Q3 2020 | $3,277,000 | -1.1% | 63,634 | -0.8% | 0.98% | -7.4% |
| Q2 2020 | $3,313,000 | +13.3% | 64,167 | +13.5% | 1.06% | -6.3% |
| Q1 2020 | $2,924,000 | -63.2% | 56,526 | -64.1% | 1.13% | -53.2% |
| Q4 2019 | $7,951,000 | -3.6% | 157,511 | -3.4% | 2.41% | -10.7% |
| Q3 2019 | $8,250,000 | +50.3% | 163,068 | +50.3% | 2.70% | +50.2% |
| Q2 2019 | $5,490,000 | +8.9% | 108,527 | +8.1% | 1.80% | +4.7% |
| Q1 2019 | $5,040,000 | +41.6% | 100,413 | +40.8% | 1.72% | +28.5% |
| Q4 2018 | $3,559,000 | -0.4% | 71,311 | -1.1% | 1.34% | +10.8% |
| Q3 2018 | $3,574,000 | -1.3% | 72,109 | -0.9% | 1.20% | -8.4% |
| Q2 2018 | $3,621,000 | +8.8% | 72,797 | +9.0% | 1.32% | +7.7% |
| Q1 2018 | $3,327,000 | +26.8% | 66,757 | +27.3% | 1.22% | +27.3% |
| Q4 2017 | $2,624,000 | -0.4% | 52,443 | +0.3% | 0.96% | +1.7% |
| Q3 2017 | $2,635,000 | +34.2% | 52,280 | +34.3% | 0.94% | +29.7% |
| Q2 2017 | $1,963,000 | +32.9% | 38,925 | +33.0% | 0.73% | +30.0% |
| Q1 2017 | $1,477,000 | -12.1% | 29,261 | -12.2% | 0.56% | -16.7% |
| Q4 2016 | $1,680,000 | -40.1% | 33,324 | -39.6% | 0.67% | -43.0% |
| Q3 2016 | $2,804,000 | -4.7% | 55,209 | -4.4% | 1.18% | -9.5% |
| Q2 2016 | $2,943,000 | +29.9% | 57,757 | +29.5% | 1.30% | +21.2% |
| Q1 2016 | $2,265,000 | – | 44,593 | – | 1.07% | – |
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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% |