SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $562,329 | -0.7% | 11,560 | -1.5% | 0.42% | -1.4% |
| Q4 2022 | $566,362 | -0.3% | 11,732 | -0.8% | 0.42% | -0.7% |
| Q3 2022 | $568,000 | -7.2% | 11,832 | -4.8% | 0.42% | -4.1% |
| Q2 2022 | $612,000 | -11.2% | 12,435 | -10.9% | 0.44% | -0.2% |
| Q1 2022 | $689,000 | -0.6% | 13,950 | +2.1% | 0.44% | +1.8% |
| Q4 2021 | $693,000 | +13.1% | 13,667 | +14.1% | 0.44% | +1.9% |
| Q3 2021 | $613,000 | -2.2% | 11,979 | -2.2% | 0.43% | -0.2% |
| Q2 2021 | $627,000 | +2.8% | 12,251 | +3.0% | 0.43% | -4.5% |
| Q1 2021 | $610,000 | +11.3% | 11,890 | +11.5% | 0.45% | -1.5% |
| Q4 2020 | $548,000 | +3.0% | 10,659 | +3.2% | 0.46% | -13.3% |
| Q3 2020 | $532,000 | +29.4% | 10,325 | +29.6% | 0.52% | +25.3% |
| Q2 2020 | $411,000 | +29.2% | 7,967 | +29.3% | 0.42% | +9.1% |
| Q1 2020 | $318,000 | -48.2% | 6,161 | -49.4% | 0.38% | -32.0% |
| Q4 2019 | $614,000 | -0.3% | 12,166 | -0.1% | 0.56% | +2.7% |
| Q3 2019 | $616,000 | +3.9% | 12,176 | +3.6% | 0.55% | -0.4% |
| Q2 2019 | $593,000 | -0.8% | 11,749 | -1.7% | 0.55% | -1.8% |
| Q1 2019 | $598,000 | -6.0% | 11,949 | -6.3% | 0.56% | -20.4% |
| Q4 2018 | $636,000 | +18.0% | 12,751 | +17.3% | 0.71% | +43.5% |
| Q3 2018 | $539,000 | -2.4% | 10,867 | -2.0% | 0.49% | -8.4% |
| Q2 2018 | $552,000 | – | 11,092 | – | 0.54% | – |
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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% |