SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,059 | -0.4% | 43 | 0.0% | 0.00% | – |
| Q2 2023 | $2,067 | -95.1% | 43 | -95.0% | 0.00% | -100.0% |
| Q1 2023 | $42,203 | +1934.9% | 865 | +1911.6% | 0.00% | – |
| Q4 2022 | $2,074 | +3.7% | 43 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -90.5% | 43 | -90.2% | 0.00% | -100.0% |
| Q1 2022 | $21,000 | +320.0% | 441 | +341.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | -66.7% | 100 | -66.6% | 0.00% | -100.0% |
| Q3 2020 | $15,000 | +15.4% | 299 | +16.8% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | 0.0% | 256 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | -98.5% | 256 | -98.5% | 0.00% | -97.9% |
| Q4 2019 | $878,000 | +12442.9% | 17,413 | +10991.1% | 0.05% | – |
| Q3 2019 | $7,000 | 0.0% | 157 | 0.0% | 0.00% | – |
| Q2 2019 | $7,000 | -98.6% | 157 | -98.4% | 0.00% | -100.0% |
| Q1 2019 | $497,000 | -7.3% | 9,908 | -7.9% | 0.03% | -17.5% |
| Q4 2018 | $536,000 | +13300.0% | 10,756 | +10656.0% | 0.04% | – |
| Q3 2018 | $4,000 | -81.8% | 100 | -77.5% | 0.00% | -100.0% |
| Q2 2018 | $22,000 | – | 444 | – | 0.00% | – |
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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% |