SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,764,178 | +2.9% | 36,838 | +3.2% | 0.12% | +4.3% |
| Q2 2023 | $1,714,835 | +4.2% | 35,681 | +5.8% | 0.12% | -3.4% |
| Q1 2023 | $1,645,840 | +5.0% | 33,733 | +3.8% | 0.12% | -1.7% |
| Q4 2022 | $1,568,192 | +1.2% | 32,508 | +1.3% | 0.12% | -6.2% |
| Q3 2022 | $1,549,000 | +32.8% | 32,096 | +35.4% | 0.13% | +31.6% |
| Q2 2022 | $1,166,000 | +257.7% | 23,707 | +259.9% | 0.10% | +276.9% |
| Q1 2022 | $326,000 | -9.4% | 6,588 | -6.2% | 0.03% | -18.8% |
| Q4 2021 | $360,000 | +6.2% | 7,022 | +6.1% | 0.03% | +10.3% |
| Q3 2021 | $339,000 | -5.8% | 6,617 | -5.8% | 0.03% | -9.4% |
| Q2 2021 | $360,000 | – | 7,022 | – | 0.03% | – |
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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% |