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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $216,000 | -97.8% | 4,385 | -97.8% | 0.04% | -97.2% |
| Q1 2022 | $9,659,000 | -5.3% | 194,969 | -2.8% | 1.32% | -5.4% |
| Q4 2021 | $10,196,000 | -3.1% | 200,507 | -2.4% | 1.40% | -11.2% |
| Q3 2021 | $10,521,000 | +9.4% | 205,531 | +9.4% | 1.57% | +7.7% |
| Q2 2021 | $9,619,000 | -5.5% | 187,794 | -5.4% | 1.46% | -15.9% |
| Q1 2021 | $10,184,000 | +10.1% | 198,478 | +10.3% | 1.74% | -4.8% |
| Q4 2020 | $9,249,000 | +907.5% | 179,972 | +909.5% | 1.82% | +663.2% |
| Q3 2020 | $918,000 | +0.7% | 17,828 | +0.9% | 0.24% | -8.4% |
| Q2 2020 | $912,000 | +51.5% | 17,662 | +51.8% | 0.26% | +24.9% |
| Q1 2020 | $602,000 | +3.1% | 11,638 | +0.7% | 0.21% | +29.8% |
| Q4 2019 | $584,000 | +8.1% | 11,560 | +8.3% | 0.16% | -3.0% |
| Q3 2019 | $540,000 | +1.5% | 10,671 | +1.5% | 0.17% | -2.4% |
| Q2 2019 | $532,000 | +1.1% | 10,517 | +0.3% | 0.17% | -6.1% |
| Q1 2019 | $526,000 | +1.3% | 10,487 | +0.9% | 0.18% | -6.7% |
| Q4 2018 | $519,000 | +9.0% | 10,392 | +8.2% | 0.19% | +14.8% |
| Q3 2018 | $476,000 | – | 9,608 | – | 0.17% | – |
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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% |