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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $59,410,000 | +134.3% | 1,199,225 | +140.5% | 1.41% | +117.6% |
| Q4 2021 | $25,354,000 | -31.8% | 498,598 | -31.4% | 0.65% | -41.7% |
| Q3 2021 | $37,194,000 | +11.0% | 726,595 | +11.1% | 1.11% | -6.5% |
| Q2 2021 | $33,502,000 | -5.8% | 654,084 | -5.6% | 1.19% | -33.7% |
| Q1 2021 | $35,565,000 | +9.7% | 693,134 | +9.9% | 1.79% | -26.0% |
| Q4 2020 | $32,406,000 | +47.0% | 630,582 | +47.3% | 2.42% | +21.3% |
| Q3 2020 | $22,050,000 | -46.2% | 428,153 | -46.0% | 1.99% | -67.7% |
| Q2 2020 | $40,966,000 | -1.4% | 793,463 | -1.3% | 6.17% | -48.3% |
| Q1 2020 | $41,565,000 | +503.6% | 804,283 | +489.6% | 11.94% | +305.3% |
| Q4 2019 | $6,886,000 | -69.1% | 136,411 | -69.0% | 2.95% | -72.9% |
| Q3 2019 | $22,287,000 | +63.5% | 440,547 | +63.5% | 10.89% | +41.9% |
| Q2 2019 | $13,632,000 | +178.5% | 269,469 | +176.3% | 7.67% | +97.6% |
| Q1 2019 | $4,894,000 | -67.1% | 97,512 | -67.3% | 3.88% | -74.0% |
| Q4 2018 | $14,879,000 | – | 298,109 | – | 14.94% | – |
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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% |