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 | $346,845 | +5.1% | 7,243 | +5.5% | 0.16% | +14.6% |
| Q2 2023 | $330,099 | +6.9% | 6,868 | +8.6% | 0.14% | +3.8% |
| Q1 2023 | $308,666 | +20.6% | 6,326 | +19.3% | 0.13% | +2.3% |
| Q4 2022 | $255,840 | +0.3% | 5,303 | +0.5% | 0.13% | -10.4% |
| Q3 2022 | $255,000 | +0.4% | 5,278 | +2.3% | 0.14% | +16.1% |
| Q2 2022 | $254,000 | -10.2% | 5,161 | -9.5% | 0.12% | +11.7% |
| Q1 2022 | $283,000 | +8.0% | 5,704 | +10.7% | 0.11% | -14.0% |
| Q4 2021 | $262,000 | -0.8% | 5,151 | +0.1% | 0.13% | +18.3% |
| Q3 2021 | $264,000 | +0.4% | 5,148 | +0.1% | 0.11% | +6.9% |
| Q2 2021 | $263,000 | +0.8% | 5,144 | +1.0% | 0.10% | -12.1% |
| Q1 2021 | $261,000 | -27.7% | 5,092 | -27.5% | 0.12% | -30.1% |
| Q4 2020 | $361,000 | -1.4% | 7,023 | -1.1% | 0.17% | -22.1% |
| Q3 2020 | $366,000 | – | 7,104 | – | 0.21% | – |
Download | ||||||
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% |