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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $226,000 | -3.0% | 4,422 | -2.9% | 0.06% | -3.3% |
| Q2 2021 | $233,000 | -4.1% | 4,552 | -3.8% | 0.06% | +1.7% |
| Q1 2021 | $243,000 | 0.0% | 4,730 | 0.0% | 0.06% | -13.2% |
| Q4 2020 | $243,000 | -2.8% | 4,730 | -2.6% | 0.07% | -19.0% |
| Q3 2020 | $250,000 | -15.0% | 4,856 | -14.8% | 0.08% | -16.0% |
| Q2 2020 | $294,000 | -21.4% | 5,697 | -21.2% | 0.10% | -27.0% |
| Q1 2020 | $374,000 | -67.3% | 7,228 | -68.1% | 0.14% | -59.8% |
| Q4 2019 | $1,143,000 | +18.6% | 22,648 | +18.9% | 0.34% | +13.7% |
| Q3 2019 | $964,000 | +2.3% | 19,053 | +2.3% | 0.30% | -8.8% |
| Q2 2019 | $942,000 | +23.9% | 18,629 | +23.0% | 0.33% | +14.6% |
| Q1 2019 | $760,000 | -12.8% | 15,141 | -13.3% | 0.29% | -23.9% |
| Q4 2018 | $872,000 | -12.6% | 17,461 | -13.2% | 0.38% | -40.3% |
| Q3 2018 | $998,000 | +57.4% | 20,127 | +57.9% | 0.63% | +50.1% |
| Q2 2018 | $634,000 | -51.4% | 12,746 | -51.3% | 0.42% | +14.4% |
| Q1 2018 | $1,304,000 | +73.2% | 26,180 | +74.0% | 0.37% | -15.4% |
| Q4 2017 | $753,000 | +29.2% | 15,049 | +30.2% | 0.44% | +15.7% |
| Q3 2017 | $583,000 | +22.2% | 11,558 | +22.3% | 0.38% | +20.1% |
| Q2 2017 | $477,000 | +30.3% | 9,454 | +30.2% | 0.31% | +25.2% |
| Q1 2017 | $366,000 | +71.0% | 7,262 | +71.0% | 0.25% | +71.2% |
| Q4 2016 | $214,000 | – | 4,248 | – | 0.15% | – |
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% |