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 | $371,339 | -4.3% | 7,754 | -3.9% | 0.21% | +1.9% |
Q2 2023 | $387,892 | -5.1% | 8,071 | -3.7% | 0.21% | -13.3% |
Q1 2023 | $408,909 | -2.7% | 8,381 | -3.8% | 0.24% | -11.1% |
Q4 2022 | $420,170 | +0.0% | 8,710 | 0.0% | 0.27% | -11.4% |
Q3 2022 | $420,000 | -3.2% | 8,710 | -1.3% | 0.31% | +1.0% |
Q2 2022 | $434,000 | -8.1% | 8,821 | -7.4% | 0.30% | +7.8% |
Q1 2022 | $472,000 | -12.8% | 9,531 | -10.5% | 0.28% | +1.1% |
Q4 2021 | $541,000 | -1.6% | 10,644 | -1.0% | 0.28% | -0.7% |
Q3 2021 | $550,000 | -44.6% | 10,754 | -44.5% | 0.28% | -45.5% |
Q2 2021 | $993,000 | -67.7% | 19,385 | -67.6% | 0.51% | -69.2% |
Q1 2021 | $3,072,000 | +4.0% | 59,869 | +4.1% | 1.67% | -16.5% |
Q4 2020 | $2,954,000 | +34.9% | 57,485 | +35.5% | 2.00% | +8.5% |
Q3 2020 | $2,190,000 | 0.0% | 42,435 | 0.0% | 1.84% | -0.1% |
Q2 2020 | $2,190,000 | +11.1% | 42,435 | +11.3% | 1.84% | -2.0% |
Q1 2020 | $1,972,000 | +6.1% | 38,124 | +3.5% | 1.88% | +1.1% |
Q4 2019 | $1,858,000 | – | 36,820 | – | 1.86% | – |
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% |