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 | $662,354 | -1.0% | 13,831 | -0.7% | 0.09% | +4.4% |
| Q2 2023 | $669,203 | -0.8% | 13,924 | +0.8% | 0.09% | -9.1% |
| Q1 2023 | $674,286 | +1.1% | 13,820 | -0.0% | 0.10% | -5.7% |
| Q4 2022 | $667,000 | +0.3% | 13,823 | +0.3% | 0.10% | -4.5% |
| Q3 2022 | $665,000 | -4.2% | 13,782 | -2.3% | 0.11% | +22.2% |
| Q2 2022 | $694,000 | -0.6% | 14,100 | +0.1% | 0.09% | -11.8% |
| Q1 2022 | $698,000 | -9.0% | 14,081 | -6.6% | 0.10% | -5.6% |
| Q4 2021 | $767,000 | -2.3% | 15,075 | -1.7% | 0.11% | -10.7% |
| Q3 2021 | $785,000 | +19.7% | 15,340 | +19.7% | 0.12% | +14.2% |
| Q2 2021 | $656,000 | -0.2% | 12,811 | +0.1% | 0.11% | -9.4% |
| Q1 2021 | $657,000 | -4.4% | 12,801 | -4.3% | 0.12% | -16.4% |
| Q4 2020 | $687,000 | – | 13,377 | – | 0.14% | – |
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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% |