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 | $274,745 | -6.6% | 5,737 | -6.2% | 0.08% | -3.8% |
| Q2 2023 | $294,031 | +32.4% | 6,118 | +35.4% | 0.08% | +3.9% |
| Q2 2022 | $222,000 | -10.8% | 4,519 | -10.2% | 0.08% | +1.3% |
| Q1 2022 | $249,000 | -6.4% | 5,033 | -3.8% | 0.08% | -5.1% |
| Q4 2021 | $266,000 | -0.7% | 5,233 | -0.2% | 0.08% | -13.2% |
| Q3 2021 | $268,000 | -2.2% | 5,243 | -2.1% | 0.09% | -4.2% |
| Q2 2021 | $274,000 | -8.4% | 5,353 | -8.1% | 0.10% | -18.1% |
| Q1 2021 | $299,000 | 0.0% | 5,824 | 0.0% | 0.12% | -7.9% |
| Q4 2020 | $299,000 | -53.6% | 5,824 | -53.4% | 0.13% | -59.1% |
| Q3 2020 | $644,000 | -2.7% | 12,503 | -2.5% | 0.31% | -12.0% |
| Q2 2020 | $662,000 | +5.6% | 12,822 | +5.7% | 0.35% | -12.7% |
| Q1 2020 | $627,000 | +144.0% | 12,130 | +138.6% | 0.40% | +186.4% |
| Q4 2019 | $257,000 | +10.8% | 5,083 | +10.8% | 0.14% | 0.0% |
| Q3 2019 | $232,000 | +15.4% | 4,588 | +15.7% | 0.14% | +15.7% |
| Q2 2019 | $201,000 | – | 3,966 | – | 0.12% | – |
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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% |