SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,987 | -16.1% | 5,199 | -15.8% | 0.06% | -8.5% |
| Q2 2023 | $296,933 | -1.1% | 6,178 | +0.4% | 0.07% | -7.8% |
| Q1 2023 | $300,207 | +29.6% | 6,153 | +28.1% | 0.08% | +18.5% |
| Q4 2022 | $231,686 | +0.7% | 4,803 | +0.7% | 0.06% | -12.2% |
| Q3 2022 | $230,092 | +12.8% | 4,768 | +15.1% | 0.07% | +15.6% |
| Q2 2022 | $204,000 | -91.0% | 4,144 | -90.9% | 0.06% | -89.1% |
| Q1 2022 | $2,260,000 | -1.8% | 45,616 | +0.8% | 0.59% | -0.7% |
| Q4 2021 | $2,301,000 | +9.6% | 45,241 | +10.3% | 0.59% | -6.3% |
| Q3 2021 | $2,100,000 | +2.6% | 41,015 | +2.6% | 0.63% | +6.6% |
| Q2 2021 | $2,047,000 | -3.5% | 39,964 | -3.3% | 0.59% | -19.6% |
| Q1 2021 | $2,121,000 | +1.6% | 41,342 | +1.8% | 0.74% | -0.5% |
| Q4 2020 | $2,087,000 | +14.0% | 40,606 | +14.2% | 0.74% | +2.8% |
| Q3 2020 | $1,831,000 | -41.6% | 35,545 | -41.5% | 0.72% | -48.5% |
| Q2 2020 | $3,136,000 | +57.0% | 60,746 | +57.3% | 1.40% | +25.9% |
| Q1 2020 | $1,998,000 | +375.7% | 38,615 | +363.9% | 1.11% | +523.6% |
| Q4 2019 | $420,000 | – | 8,324 | – | 0.18% | – |
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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% |