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 | $30,937 | -1.0% | 646 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $31,260 | -0.8% | 646 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $31,518 | +1.1% | 646 | 0.0% | 0.02% | -4.8% |
| Q4 2022 | $31,163 | +0.5% | 646 | 0.0% | 0.02% | -4.5% |
| Q3 2022 | $31,000 | -16.2% | 646 | -13.4% | 0.02% | -12.0% |
| Q2 2022 | $37,000 | 0.0% | 746 | 0.0% | 0.02% | +13.6% |
| Q1 2022 | $37,000 | -2.6% | 746 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $38,000 | 0.0% | 746 | 0.0% | 0.02% | -4.3% |
| Q3 2021 | $38,000 | 0.0% | 746 | 0.0% | 0.02% | +4.5% |
| Q2 2021 | $38,000 | 0.0% | 746 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $38,000 | 0.0% | 746 | 0.0% | 0.02% | -8.0% |
| Q4 2020 | $38,000 | 0.0% | 746 | 0.0% | 0.02% | -10.7% |
| Q3 2020 | $38,000 | -2.6% | 746 | 0.0% | 0.03% | -3.4% |
| Q2 2020 | $39,000 | 0.0% | 746 | 0.0% | 0.03% | -14.7% |
| Q1 2020 | $39,000 | +2.6% | 746 | 0.0% | 0.03% | +25.9% |
| Q4 2019 | $38,000 | 0.0% | 746 | 0.0% | 0.03% | -3.6% |
| Q3 2019 | $38,000 | 0.0% | 746 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $38,000 | +2.7% | 746 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $37,000 | +60.9% | 746 | +60.4% | 0.03% | +47.4% |
| Q4 2018 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | +11.8% |
| Q3 2018 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | -5.6% |
| Q1 2018 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | -5.3% |
| Q3 2017 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | -17.4% |
| Q2 2017 | $23,000 | -81.0% | 465 | -80.6% | 0.02% | -78.3% |
| Q1 2017 | $121,000 | 0.0% | 2,397 | 0.0% | 0.11% | -4.5% |
| Q4 2016 | $121,000 | -0.8% | 2,397 | 0.0% | 0.11% | -5.1% |
| Q3 2016 | $122,000 | 0.0% | 2,397 | 0.0% | 0.12% | -4.1% |
| Q2 2016 | $122,000 | -81.3% | 2,397 | -81.4% | 0.12% | -81.1% |
| Q1 2016 | $653,000 | +0.8% | 12,856 | 0.0% | 0.65% | -0.8% |
| Q4 2015 | $648,000 | -0.8% | 12,856 | 0.0% | 0.65% | -2.7% |
| Q3 2015 | $653,000 | +0.2% | 12,856 | 0.0% | 0.67% | +10.2% |
| Q2 2015 | $652,000 | 0.0% | 12,856 | 0.0% | 0.61% | -2.4% |
| Q1 2015 | $652,000 | +0.3% | 12,856 | 0.0% | 0.62% | -1.9% |
| Q4 2014 | $650,000 | – | 12,856 | – | 0.64% | – |
Download | ||||||
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% |