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 2021 | $1,334,000 | -10.6% | 26,064 | -10.5% | 0.19% | -10.4% |
| Q2 2021 | $1,492,000 | -4.7% | 29,137 | -4.5% | 0.21% | -11.7% |
| Q1 2021 | $1,565,000 | +31.8% | 30,508 | +32.0% | 0.24% | +24.5% |
| Q4 2020 | $1,187,000 | +2.9% | 23,106 | +3.2% | 0.19% | -8.6% |
| Q3 2020 | $1,153,000 | +3.0% | 22,387 | +3.3% | 0.21% | -6.2% |
| Q2 2020 | $1,119,000 | +17.5% | 21,665 | +17.8% | 0.22% | -3.0% |
| Q1 2020 | $952,000 | +14.4% | 18,395 | +11.6% | 0.23% | +53.0% |
| Q4 2019 | $832,000 | +6.4% | 16,487 | +6.7% | 0.15% | -1.3% |
| Q3 2019 | $782,000 | +1.8% | 15,448 | +1.8% | 0.15% | -0.6% |
| Q2 2019 | $768,000 | +22.1% | 15,179 | +21.1% | 0.15% | +18.5% |
| Q1 2019 | $629,000 | +69.5% | 12,537 | +68.5% | 0.13% | +51.2% |
| Q4 2018 | $371,000 | – | 7,442 | – | 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% |