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 | $5,083,720 | -3.1% | 106,154 | -2.8% | 0.09% | 0.0% |
| Q2 2023 | $5,248,685 | +99703.9% | 109,211 | +1.3% | 0.09% | -16.7% |
| Q1 2023 | $5,259 | +44.7% | 107,789 | +43.1% | 0.11% | +9.1% |
| Q4 2022 | $3,634 | -99.8% | 75,331 | +96.7% | 0.10% | +67.8% |
| Q3 2022 | $1,849,000 | -0.9% | 38,306 | +1.0% | 0.06% | +1.7% |
| Q2 2022 | $1,865,000 | -2.4% | 37,917 | -1.7% | 0.06% | 0.0% |
| Q1 2022 | $1,911,000 | -0.7% | 38,580 | +1.9% | 0.06% | +1.8% |
| Q4 2021 | $1,924,000 | +0.8% | 37,846 | +1.5% | 0.06% | -8.1% |
| Q3 2021 | $1,908,000 | +0.3% | 37,269 | +0.4% | 0.06% | -7.5% |
| Q2 2021 | $1,902,000 | +2.7% | 37,125 | +2.9% | 0.07% | -11.8% |
| Q1 2021 | $1,852,000 | +79.8% | 36,085 | +80.0% | 0.08% | +55.1% |
| Q4 2020 | $1,030,000 | 0.0% | 20,051 | +0.3% | 0.05% | -22.2% |
| Q3 2020 | $1,030,000 | +0.1% | 19,995 | +0.3% | 0.06% | -14.9% |
| Q2 2020 | $1,029,000 | 0.0% | 19,936 | +0.3% | 0.07% | -22.1% |
| Q1 2020 | $1,029,000 | +2.9% | 19,882 | +0.3% | 0.10% | +13.1% |
| Q4 2019 | $1,000,000 | +0.5% | 19,818 | +0.8% | 0.08% | -25.0% |
| Q3 2019 | $995,000 | +0.6% | 19,659 | +0.6% | 0.11% | -13.8% |
| Q2 2019 | $989,000 | +1.4% | 19,547 | +0.6% | 0.13% | -21.2% |
| Q1 2019 | $975,000 | +0.9% | 19,427 | +0.4% | 0.16% | -37.0% |
| Q4 2018 | $966,000 | -33.1% | 19,353 | -33.6% | 0.26% | -39.9% |
| Q3 2018 | $1,444,000 | +0.2% | 29,156 | +0.5% | 0.44% | -11.4% |
| Q2 2018 | $1,441,000 | +0.1% | 29,017 | +0.4% | 0.49% | -14.7% |
| Q1 2018 | $1,439,000 | – | 28,900 | – | 0.58% | – |
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% |