SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,152,138 | -0.4% | 24,058 | 0.0% | 0.56% | +3.2% |
| Q2 2023 | $1,156,228 | -19.8% | 24,058 | -18.6% | 0.54% | -20.9% |
| Q1 2023 | $1,442,135 | +1.1% | 29,558 | 0.0% | 0.68% | -4.4% |
| Q4 2022 | $1,425,878 | -0.0% | 29,558 | 0.0% | 0.71% | 0.0% |
| Q3 2022 | $1,426,000 | -27.6% | 29,558 | -26.2% | 0.71% | -36.4% |
| Q2 2022 | $1,970,000 | -0.7% | 40,058 | 0.0% | 1.12% | +10.1% |
| Q1 2022 | $1,984,000 | -2.6% | 40,058 | 0.0% | 1.02% | +4.7% |
| Q4 2021 | $2,037,000 | +15569.2% | 40,058 | +15426.4% | 0.97% | +13771.4% |
| Q2 2021 | $13,000 | 0.0% | 258 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $13,000 | 0.0% | 258 | 0.0% | 0.01% | -27.3% |
| Q3 2020 | $13,000 | 0.0% | 258 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $13,000 | -99.9% | 258 | -33.5% | 0.01% | -38.9% |
| Q1 2020 | $19,338,000 | +22650.6% | 388 | -76.9% | 0.02% | -79.1% |
| Q3 2019 | $85,000 | +123.7% | 1,679 | +123.3% | 0.09% | +152.9% |
| Q2 2019 | $38,000 | +35.7% | 752 | +36.7% | 0.03% | +30.8% |
| Q1 2019 | $28,000 | +47.4% | 550 | +46.7% | 0.03% | +44.4% |
| Q4 2018 | $19,000 | -99.9% | 375 | -3.4% | 0.02% | +12.5% |
| Q3 2018 | $19,233,000 | -0.3% | 388 | 0.0% | 0.02% | -11.1% |
| Q2 2018 | $19,299,000 | -0.2% | 388 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $19,338,000 | – | 388 | – | 0.02% | – |
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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% |