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 2020 | $20,000 | -20.0% | 386 | -20.9% | 0.01% | -22.2% |
| Q2 2020 | $25,000 | -81.1% | 488 | -80.9% | 0.01% | -84.2% |
| Q1 2020 | $132,000 | -81.6% | 2,556 | -82.0% | 0.06% | -75.6% |
| Q4 2019 | $717,000 | +26.9% | 14,207 | +27.3% | 0.23% | +17.0% |
| Q3 2019 | $565,000 | +9.1% | 11,163 | +9.1% | 0.20% | +5.8% |
| Q2 2019 | $518,000 | -3.7% | 10,229 | -4.6% | 0.19% | -6.0% |
| Q1 2019 | $538,000 | +5.1% | 10,718 | +4.5% | 0.20% | -5.6% |
| Q4 2018 | $512,000 | – | 10,261 | – | 0.21% | – |
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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% |