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 | $2,928,788 | -22.5% | 61,156 | -22.3% | 0.01% | -26.7% |
| Q2 2023 | $3,781,275 | +123713.9% | 78,678 | +25.7% | 0.02% | +15.4% |
| Q1 2023 | $3,054 | +462.4% | 62,597 | +455.8% | 0.01% | +333.3% |
| Q4 2022 | $543 | -99.9% | 11,263 | +10.8% | 0.00% | 0.0% |
| Q3 2022 | $490,000 | +2.1% | 10,165 | +4.1% | 0.00% | 0.0% |
| Q2 2022 | $480,000 | +21.2% | 9,767 | +22.1% | 0.00% | +50.0% |
| Q1 2022 | $396,000 | -19.8% | 7,997 | -17.7% | 0.00% | 0.0% |
| Q4 2021 | $494,000 | -13.3% | 9,716 | -12.7% | 0.00% | -33.3% |
| Q3 2021 | $570,000 | +16.8% | 11,135 | +16.9% | 0.00% | 0.0% |
| Q2 2021 | $488,000 | -0.6% | 9,529 | -0.4% | 0.00% | 0.0% |
| Q1 2021 | $491,000 | +37.9% | 9,571 | +38.0% | 0.00% | 0.0% |
| Q4 2020 | $356,000 | +2.0% | 6,937 | +2.3% | 0.00% | 0.0% |
| Q3 2020 | $349,000 | +206.1% | 6,784 | +206.1% | 0.00% | +200.0% |
| Q2 2020 | $114,000 | -37.7% | 2,216 | -37.2% | 0.00% | -50.0% |
| Q1 2020 | $183,000 | -54.9% | 3,530 | -56.1% | 0.00% | -60.0% |
| Q4 2019 | $406,000 | +3.3% | 8,042 | +3.5% | 0.01% | 0.0% |
| Q3 2019 | $393,000 | -33.8% | 7,769 | -33.9% | 0.01% | -37.5% |
| Q2 2019 | $594,000 | -2.5% | 11,750 | -3.1% | 0.01% | -11.1% |
| Q1 2019 | $609,000 | – | 12,132 | – | 0.01% | – |
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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% |