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 | $2,506 | +70.6% | 52,341 | +71.2% | 0.34% | +77.1% |
| Q2 2023 | $1,469 | -27.7% | 30,571 | -26.6% | 0.19% | -30.9% |
| Q1 2023 | $2,031 | +0.0% | 41,639 | -1.1% | 0.28% | -7.3% |
| Q4 2022 | $2,030 | -99.9% | 42,092 | -21.0% | 0.30% | -28.7% |
| Q3 2022 | $2,571,000 | -7.7% | 53,279 | -5.9% | 0.42% | -3.0% |
| Q2 2022 | $2,784,000 | -29.8% | 56,596 | -29.2% | 0.43% | -22.9% |
| Q1 2022 | $3,963,000 | +87.5% | 79,992 | +92.5% | 0.56% | +90.8% |
| Q4 2021 | $2,114,000 | +32.2% | 41,564 | +33.0% | 0.30% | +23.4% |
| Q3 2021 | $1,599,000 | -9.2% | 31,244 | -9.1% | 0.24% | -9.5% |
| Q2 2021 | $1,761,000 | -2.1% | 34,384 | -1.9% | 0.26% | -8.3% |
| Q1 2021 | $1,798,000 | -2.8% | 35,051 | -2.6% | 0.29% | -11.7% |
| Q4 2020 | $1,849,000 | -10.6% | 35,979 | -10.4% | 0.33% | -24.9% |
| Q3 2020 | $2,069,000 | -4.1% | 40,169 | -3.8% | 0.43% | -8.8% |
| Q2 2020 | $2,157,000 | -57.4% | 41,777 | -57.3% | 0.48% | -25.3% |
| Q1 2020 | $5,060,000 | +72.8% | 97,810 | +68.6% | 0.64% | +1.3% |
| Q4 2019 | $2,928,000 | -12.0% | 57,997 | -11.9% | 0.63% | -18.3% |
| Q3 2019 | $3,329,000 | -7.2% | 65,795 | -7.2% | 0.77% | -13.8% |
| Q2 2019 | $3,586,000 | -21.0% | 70,887 | -21.7% | 0.89% | -23.5% |
| Q1 2019 | $4,541,000 | -3.5% | 90,478 | -4.0% | 1.17% | -11.9% |
| Q4 2018 | $4,704,000 | -0.8% | 94,251 | -1.5% | 1.32% | +6.7% |
| Q3 2018 | $4,741,000 | +16.7% | 95,651 | +17.1% | 1.24% | +19.0% |
| Q2 2018 | $4,062,000 | +44.6% | 81,669 | +44.9% | 1.04% | +55.4% |
| Q1 2018 | $2,809,000 | +7.7% | 56,370 | +8.1% | 0.67% | -8.5% |
| Q4 2017 | $2,608,000 | – | 52,130 | – | 0.73% | – |
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% |