SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $216,794 | -2.0% | 4,463 | -2.1% | 0.06% | +3.5% |
| Q4 2022 | $221,185 | -30.2% | 4,557 | -30.9% | 0.06% | -27.8% |
| Q3 2022 | $317,000 | +6.4% | 6,591 | +8.7% | 0.08% | +31.7% |
| Q2 2022 | $298,000 | +14.6% | 6,064 | +17.7% | 0.06% | +46.3% |
| Q4 2021 | $260,000 | -28.6% | 5,151 | -27.6% | 0.04% | -29.3% |
| Q3 2021 | $364,000 | -27.2% | 7,115 | -27.2% | 0.06% | -28.4% |
| Q2 2021 | $500,000 | -26.7% | 9,768 | -26.6% | 0.08% | -31.9% |
| Q1 2021 | $682,000 | +35.9% | 13,301 | +35.9% | 0.12% | +26.6% |
| Q4 2020 | $502,000 | – | 9,786 | – | 0.09% | – |
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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% |