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 | $854,310 | -7.6% | 17,839 | -7.2% | 0.36% | -7.5% |
| Q2 2023 | $924,290 | +81192.0% | 19,232 | -17.5% | 0.38% | -25.8% |
| Q1 2023 | $1,137 | -23.3% | 23,310 | -24.1% | 0.52% | -27.7% |
| Q4 2022 | $1,482 | -99.9% | 30,728 | +23.7% | 0.72% | -25.1% |
| Q3 2022 | $1,198,000 | +1.0% | 24,834 | +3.0% | 0.96% | +95.3% |
| Q2 2022 | $1,186,000 | +180.4% | 24,116 | +182.3% | 0.49% | +201.2% |
| Q1 2022 | $423,000 | +12.5% | 8,544 | +15.5% | 0.16% | -0.6% |
| Q4 2021 | $376,000 | -10.7% | 7,399 | -10.0% | 0.16% | -15.5% |
| Q3 2021 | $421,000 | -3.7% | 8,218 | -3.7% | 0.19% | -7.6% |
| Q2 2021 | $437,000 | +14.4% | 8,538 | +14.8% | 0.21% | +21.4% |
| Q1 2021 | $382,000 | +0.8% | 7,439 | +0.7% | 0.17% | -0.6% |
| Q4 2020 | $379,000 | +26.3% | 7,387 | +26.8% | 0.17% | +3.6% |
| Q3 2020 | $300,000 | +9.1% | 5,825 | +9.3% | 0.17% | -1.8% |
| Q2 2020 | $275,000 | -88.3% | 5,328 | -88.5% | 0.17% | -88.8% |
| Q4 2019 | $2,346,000 | – | 46,478 | – | 1.53% | – |
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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% |