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 2023 | $1,588,704 | -6.9% | 33,174 | -6.5% | 0.22% | -5.6% |
| Q2 2023 | $1,705,975 | -0.3% | 35,497 | +1.2% | 0.23% | -1.7% |
| Q1 2023 | $1,711,495 | +7.8% | 35,079 | +6.6% | 0.24% | +2.2% |
| Q4 2022 | $1,587,930 | +14.7% | 32,917 | +14.7% | 0.23% | +6.0% |
| Q3 2022 | $1,385,000 | +25.1% | 28,705 | +27.6% | 0.22% | +30.5% |
| Q2 2022 | $1,107,000 | +32.9% | 22,496 | +33.8% | 0.17% | +47.8% |
| Q1 2022 | $833,000 | +5.8% | 16,812 | +8.7% | 0.11% | +7.6% |
| Q4 2021 | $787,000 | +8.9% | 15,469 | +9.6% | 0.10% | -2.8% |
| Q3 2021 | $723,000 | +41.8% | 14,120 | +41.9% | 0.11% | +40.3% |
| Q2 2021 | $510,000 | +27.5% | 9,949 | +27.5% | 0.08% | +13.2% |
| Q1 2021 | $400,000 | +29.0% | 7,801 | +29.3% | 0.07% | +13.3% |
| Q4 2020 | $310,000 | -3.4% | 6,033 | -3.1% | 0.06% | -23.1% |
| Q3 2020 | $321,000 | +35.4% | 6,226 | +35.4% | 0.08% | 0.0% |
| Q2 2020 | $237,000 | 0.0% | 4,599 | +0.2% | 0.08% | -7.1% |
| Q1 2020 | $237,000 | +2.2% | 4,588 | +0.5% | 0.08% | +21.7% |
| Q4 2019 | $232,000 | -8.3% | 4,567 | -8.8% | 0.07% | -23.3% |
| Q3 2019 | $253,000 | -0.4% | 5,005 | -0.7% | 0.09% | -7.2% |
| Q2 2019 | $254,000 | +0.8% | 5,041 | +0.2% | 0.10% | -5.8% |
| Q1 2019 | $252,000 | +0.8% | 5,031 | +0.4% | 0.10% | -15.6% |
| Q4 2018 | $250,000 | -65.4% | 5,012 | -65.6% | 0.12% | -40.2% |
| Q3 2018 | $723,000 | -3.5% | 14,581 | -3.2% | 0.20% | -11.7% |
| Q2 2018 | $749,000 | +5.0% | 15,058 | +5.3% | 0.23% | -6.9% |
| Q1 2018 | $713,000 | 0.0% | 14,303 | +0.3% | 0.25% | -3.1% |
| Q4 2017 | $713,000 | -0.4% | 14,254 | +0.3% | 0.26% | -9.9% |
| Q3 2017 | $716,000 | +0.1% | 14,211 | +0.3% | 0.28% | -6.9% |
| Q2 2017 | $715,000 | -4.4% | 14,172 | -4.4% | 0.30% | -9.5% |
| Q1 2017 | $748,000 | -3.1% | 14,827 | -3.1% | 0.34% | -6.9% |
| Q4 2016 | $772,000 | +163.5% | 15,307 | +165.7% | 0.36% | +144.6% |
| Q3 2016 | $293,000 | +0.7% | 5,762 | +1.0% | 0.15% | -0.7% |
| Q2 2016 | $291,000 | +627.5% | 5,703 | +621.0% | 0.15% | +645.0% |
| Q4 2015 | $40,000 | – | 791 | – | 0.02% | – |
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% |