SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,069,278 | -2.0% | 105,853 | -1.7% | 0.20% | +1.0% |
| Q2 2023 | $5,173,551 | +11.1% | 107,648 | +12.7% | 0.20% | +2.6% |
| Q1 2023 | $4,658,476 | -0.5% | 95,480 | -1.6% | 0.19% | -8.6% |
| Q4 2022 | $4,682,682 | +3.1% | 97,071 | +3.1% | 0.21% | -10.7% |
| Q3 2022 | $4,543,000 | +14.5% | 94,138 | +16.7% | 0.23% | -11.0% |
| Q2 2022 | $3,969,000 | -7.6% | 80,694 | -6.9% | 0.26% | +9.6% |
| Q1 2022 | $4,295,000 | +7.3% | 86,696 | +10.1% | 0.24% | +13.2% |
| Q4 2021 | $4,004,000 | -0.7% | 78,741 | -0.0% | 0.21% | -11.3% |
| Q3 2021 | $4,032,000 | +3.0% | 78,773 | +3.0% | 0.24% | +3.0% |
| Q2 2021 | $3,916,000 | +27.6% | 76,463 | +27.9% | 0.23% | +10.5% |
| Q1 2021 | $3,068,000 | +17.7% | 59,786 | +17.9% | 0.21% | +8.2% |
| Q4 2020 | $2,607,000 | +19.3% | 50,729 | +19.6% | 0.19% | +2.6% |
| Q3 2020 | $2,185,000 | +11.0% | 42,428 | +11.3% | 0.19% | -2.1% |
| Q2 2020 | $1,968,000 | +18.0% | 38,123 | +18.2% | 0.19% | -14.6% |
| Q1 2020 | $1,668,000 | -33.7% | 32,240 | -35.3% | 0.23% | -15.4% |
| Q4 2019 | $2,514,000 | +30.4% | 49,810 | +30.7% | 0.27% | +4.7% |
| Q3 2019 | $1,928,000 | -44.3% | 38,118 | -44.2% | 0.26% | -43.2% |
| Q2 2019 | $3,459,000 | +146.4% | 68,370 | +144.4% | 0.45% | +115.9% |
| Q1 2019 | $1,404,000 | +35.9% | 27,969 | +35.2% | 0.21% | +2.0% |
| Q4 2018 | $1,033,000 | -7.3% | 20,688 | -8.0% | 0.20% | +20.7% |
| Q3 2018 | $1,114,000 | -2.4% | 22,482 | -2.0% | 0.17% | -35.0% |
| Q2 2018 | $1,141,000 | -20.5% | 22,933 | -20.4% | 0.26% | -28.6% |
| Q1 2018 | $1,436,000 | -6.4% | 28,806 | -6.1% | 0.36% | -37.2% |
| Q4 2017 | $1,535,000 | – | 30,683 | – | 0.58% | – |
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% |