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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |