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 | $5,993,918 | -9.1% | 125,160 | -8.8% | 5.31% | -6.4% |
| Q2 2023 | $6,594,236 | -23.1% | 137,208 | -21.9% | 5.68% | +5.4% |
| Q1 2023 | $8,576,789 | -5.1% | 175,789 | -6.2% | 5.38% | -8.6% |
| Q4 2022 | $9,036,000 | +0.9% | 187,310 | +1.0% | 5.89% | -9.2% |
| Q3 2022 | $8,951,000 | -14.6% | 185,477 | -13.0% | 6.49% | -8.0% |
| Q2 2022 | $10,481,000 | +17.5% | 213,081 | +18.3% | 7.05% | +38.8% |
| Q1 2022 | $8,922,000 | +10.0% | 180,102 | +12.9% | 5.08% | +15.2% |
| Q4 2021 | $8,114,000 | +17.1% | 159,562 | +17.8% | 4.41% | +6.5% |
| Q3 2021 | $6,931,000 | +3.5% | 135,404 | +3.6% | 4.14% | +2.0% |
| Q2 2021 | $6,695,000 | +1.7% | 130,712 | +1.9% | 4.06% | -6.5% |
| Q1 2021 | $6,583,000 | +3.4% | 128,304 | +3.5% | 4.34% | -5.0% |
| Q4 2020 | $6,369,000 | +1.7% | 123,928 | +1.9% | 4.57% | -8.6% |
| Q3 2020 | $6,263,000 | +4.9% | 121,607 | +5.2% | 5.00% | -4.8% |
| Q2 2020 | $5,968,000 | -4.6% | 115,585 | -4.4% | 5.25% | -17.0% |
| Q1 2020 | $6,253,000 | +16.0% | 120,876 | +13.2% | 6.32% | +31.8% |
| Q4 2019 | $5,390,000 | +15.8% | 106,776 | +16.1% | 4.80% | +9.7% |
| Q3 2019 | $4,654,000 | +9.3% | 91,999 | +9.3% | 4.37% | -4.3% |
| Q2 2019 | $4,258,000 | +4.8% | 84,168 | +3.9% | 4.57% | +2.8% |
| Q1 2019 | $4,064,000 | +25.3% | 80,971 | +24.6% | 4.44% | +7.2% |
| Q4 2018 | $3,243,000 | +21.9% | 64,979 | +21.1% | 4.14% | +43.1% |
| Q3 2018 | $2,660,000 | -3.9% | 53,670 | -3.5% | 2.90% | -10.4% |
| Q2 2018 | $2,768,000 | +15.7% | 55,644 | +15.9% | 3.23% | +11.3% |
| Q1 2018 | $2,392,000 | +20.9% | 48,002 | +21.4% | 2.90% | +18.1% |
| Q4 2017 | $1,979,000 | – | 39,549 | – | 2.46% | – |
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% |