SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,019,293 | +1.1% | 20,891 | +0.0% | 0.24% | -6.0% |
Q4 2022 | $1,008,000 | -21.2% | 20,890 | -21.2% | 0.25% | -32.8% |
Q3 2022 | $1,279,000 | -2.4% | 26,507 | -0.6% | 0.38% | +4.7% |
Q2 2022 | $1,311,000 | -92.1% | 26,658 | -92.1% | 0.36% | -90.1% |
Q1 2022 | $16,644,000 | -28.3% | 335,971 | -26.4% | 3.60% | -20.7% |
Q4 2021 | $23,205,000 | +0.5% | 456,336 | +1.2% | 4.55% | -5.9% |
Q3 2021 | $23,085,000 | -5.1% | 450,965 | -5.0% | 4.83% | -1.5% |
Q2 2021 | $24,316,000 | -8.1% | 474,746 | -7.9% | 4.90% | -3.8% |
Q1 2021 | $26,453,000 | +6.7% | 515,559 | +6.9% | 5.10% | +1.2% |
Q4 2020 | $24,795,000 | +2.8% | 482,483 | +3.0% | 5.04% | -4.9% |
Q3 2020 | $24,129,000 | -1.3% | 468,518 | -1.1% | 5.30% | -7.3% |
Q2 2020 | $24,456,000 | -11.3% | 473,669 | -11.2% | 5.72% | -22.4% |
Q1 2020 | $27,582,000 | +21.5% | 533,185 | +18.6% | 7.37% | -1.7% |
Q4 2019 | $22,696,000 | +5.1% | 449,609 | +5.4% | 7.50% | -4.2% |
Q3 2019 | $21,585,000 | +5.3% | 426,665 | +5.3% | 7.83% | +2.6% |
Q2 2019 | $20,496,000 | +107.2% | 405,134 | +105.6% | 7.63% | +91.6% |
Q1 2019 | $9,890,000 | -16.7% | 197,048 | -17.2% | 3.98% | -28.0% |
Q4 2018 | $11,875,000 | +126.6% | 237,929 | +125.1% | 5.53% | +146.1% |
Q3 2018 | $5,240,000 | +28.1% | 105,709 | +28.5% | 2.25% | +19.7% |
Q2 2018 | $4,092,000 | +128.1% | 82,258 | +128.5% | 1.88% | +144.4% |
Q1 2018 | $1,794,000 | +6.8% | 35,996 | +7.3% | 0.77% | +4.3% |
Q4 2017 | $1,679,000 | -30.9% | 33,560 | -30.4% | 0.74% | -29.7% |
Q3 2017 | $2,431,000 | +52.3% | 48,230 | +52.4% | 1.05% | +59.4% |
Q2 2017 | $1,596,000 | +28.7% | 31,652 | +28.8% | 0.66% | +30.6% |
Q1 2017 | $1,240,000 | +89.6% | 24,572 | +89.4% | 0.50% | +90.5% |
Q4 2016 | $654,000 | +31.9% | 12,974 | +32.8% | 0.26% | +40.4% |
Q3 2016 | $496,000 | -19.2% | 9,768 | -18.9% | 0.19% | -21.0% |
Q2 2016 | $614,000 | +2.7% | 12,045 | +2.4% | 0.24% | +5.3% |
Q1 2016 | $598,000 | +67.5% | 11,766 | +66.4% | 0.23% | +61.4% |
Q4 2015 | $357,000 | +2.9% | 7,071 | +3.5% | 0.14% | -25.5% |
Q3 2015 | $347,000 | – | 6,831 | – | 0.19% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pacific Sage Partners, LLC | 1,340,809 | $64,439,279 | 19.08% |
Morningstar Investment Management LLC | 1,809,885 | $86,983 | 11.79% |
Northeast Financial Group, Inc. | 339,823 | $16,331,823 | 10.47% |
Greenline Partners, LLC | 1,042,786 | $53,955,154 | 10.09% |
FLC Capital Advisors | 713,899 | $34,309,970 | 10.04% |
Altiora Financial Group, LLC | 442,282 | $21,256,078 | 9.34% |
Bell Investment Advisors, Inc | 854,343 | $41,059,705 | 9.11% |
LOWERY THOMAS, LLC | 187,574 | $9,014,826 | 8.86% |
Comprehensive Wealth Management, LLC | 211,208 | $10,150,656 | 8.79% |
United Capital Management of KS, Inc. | 566,358 | $27,219,167 | 8.72% |