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 | $2,438,058 | -7.6% | 50,910 | -7.2% | 1.40% | -2.8% |
| Q2 2023 | $2,637,505 | -4.9% | 54,879 | -3.4% | 1.44% | -9.8% |
| Q1 2023 | $2,772,505 | -21.7% | 56,825 | -22.6% | 1.60% | -22.3% |
| Q4 2022 | $3,541,742 | -24.8% | 73,419 | -24.8% | 2.06% | -26.9% |
| Q3 2022 | $4,711,000 | -18.6% | 97,625 | -17.0% | 2.81% | -11.6% |
| Q2 2022 | $5,786,000 | -16.5% | 117,617 | -15.9% | 3.18% | -1.7% |
| Q1 2022 | $6,926,000 | -27.5% | 139,811 | -25.6% | 3.24% | -25.5% |
| Q4 2021 | $9,554,000 | +1.6% | 187,882 | +2.3% | 4.34% | -6.2% |
| Q3 2021 | $9,400,000 | +12.8% | 183,639 | +12.8% | 4.63% | +14.5% |
| Q2 2021 | $8,336,000 | -0.2% | 162,758 | 0.0% | 4.04% | -4.5% |
| Q1 2021 | $8,351,000 | +0.6% | 162,758 | +0.8% | 4.23% | -3.8% |
| Q4 2020 | $8,301,000 | +17.0% | 161,526 | +17.2% | 4.40% | +4.7% |
| Q3 2020 | $7,097,000 | +25.1% | 137,813 | +25.4% | 4.20% | +14.2% |
| Q2 2020 | $5,672,000 | +21.2% | 109,867 | +21.5% | 3.68% | +4.8% |
| Q1 2020 | $4,679,000 | +8.5% | 90,459 | +5.8% | 3.51% | +38.8% |
| Q4 2019 | $4,314,000 | +15.3% | 85,463 | +15.6% | 2.53% | +6.4% |
| Q3 2019 | $3,741,000 | +169.3% | 73,943 | +169.4% | 2.38% | +155.3% |
| Q2 2019 | $1,389,000 | +0.1% | 27,448 | -0.8% | 0.93% | -3.2% |
| Q1 2019 | $1,388,000 | +138.9% | 27,664 | +137.6% | 0.96% | +121.7% |
| Q4 2018 | $581,000 | +59.6% | 11,645 | +58.8% | 0.43% | +77.1% |
| Q3 2018 | $364,000 | 0.0% | 7,335 | +0.3% | 0.24% | -1.6% |
| Q2 2018 | $364,000 | -4.5% | 7,316 | -4.3% | 0.25% | -3.9% |
| Q1 2018 | $381,000 | +50.6% | 7,641 | +50.8% | 0.26% | +2.8% |
| Q4 2017 | $253,000 | – | 5,066 | – | 0.25% | – |
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% |