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 2022 | $445,000 | +71.2% | 9,215 | +81.4% | 0.21% | +79.0% |
| Q3 2021 | $260,000 | -28.4% | 5,081 | -28.4% | 0.12% | -30.0% |
| Q2 2021 | $363,000 | -19.3% | 7,096 | -19.0% | 0.17% | -28.6% |
| Q1 2021 | $450,000 | -56.0% | 8,764 | -55.9% | 0.24% | -59.2% |
| Q4 2020 | $1,022,000 | -62.8% | 19,882 | -62.8% | 0.58% | -66.0% |
| Q3 2020 | $2,750,000 | -13.7% | 53,395 | -13.4% | 1.72% | -20.3% |
| Q2 2020 | $3,185,000 | -3.7% | 61,691 | -3.5% | 2.15% | -19.4% |
| Q1 2020 | $3,307,000 | -29.9% | 63,919 | -31.6% | 2.67% | -18.6% |
| Q4 2019 | $4,716,000 | +3.8% | 93,420 | +4.0% | 3.28% | -3.3% |
| Q3 2019 | $4,545,000 | +31.5% | 89,843 | +31.5% | 3.39% | +27.8% |
| Q2 2019 | $3,457,000 | +46.3% | 68,325 | +45.1% | 2.66% | +41.0% |
| Q1 2019 | $2,363,000 | +32.4% | 47,086 | +31.7% | 1.88% | +22.2% |
| Q4 2018 | $1,785,000 | -13.4% | 35,763 | -14.0% | 1.54% | -11.3% |
| Q3 2018 | $2,062,000 | -8.6% | 41,596 | -8.3% | 1.74% | -17.1% |
| Q2 2018 | $2,257,000 | +51.1% | 45,369 | +51.4% | 2.10% | +40.5% |
| Q1 2018 | $1,494,000 | – | 29,968 | – | 1.49% | – |
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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% |