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 | $912,790 | +21.0% | 19,060 | +21.5% | 0.64% | +15.2% |
| Q2 2023 | $754,151 | -27.5% | 15,692 | -26.4% | 0.55% | -29.9% |
| Q1 2023 | $1,039,659 | -21.4% | 21,309 | -22.2% | 0.79% | -24.8% |
| Q4 2022 | $1,322,000 | +11.6% | 27,396 | +11.6% | 1.05% | -0.3% |
| Q3 2022 | $1,185,000 | +5.6% | 24,545 | +7.6% | 1.05% | +14.3% |
| Q2 2022 | $1,122,000 | +16.9% | 22,819 | +17.8% | 0.92% | +30.4% |
| Q1 2022 | $960,000 | +19.3% | 19,378 | +22.4% | 0.71% | +26.5% |
| Q4 2021 | $805,000 | -9.8% | 15,829 | -9.2% | 0.56% | -14.0% |
| Q3 2021 | $892,000 | -5.2% | 17,433 | -5.1% | 0.65% | -7.5% |
| Q2 2021 | $941,000 | +80.6% | 18,366 | +80.9% | 0.70% | +61.6% |
| Q1 2021 | $521,000 | -13.3% | 10,153 | -13.3% | 0.44% | -15.7% |
| Q4 2020 | $601,000 | -24.1% | 11,704 | -23.9% | 0.52% | -35.3% |
| Q3 2020 | $792,000 | -4.0% | 15,373 | -3.8% | 0.80% | -17.3% |
| Q2 2020 | $825,000 | +4.8% | 15,980 | +5.0% | 0.96% | -8.5% |
| Q1 2020 | $787,000 | +200.4% | 15,219 | +193.9% | 1.05% | +221.3% |
| Q2 2019 | $262,000 | -34.5% | 5,178 | -35.1% | 0.33% | -36.6% |
| Q1 2019 | $400,000 | -46.2% | 7,979 | -46.4% | 0.52% | -51.8% |
| Q4 2018 | $743,000 | – | 14,882 | – | 1.07% | – |
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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% |