SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 467 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $31,762 | +1.1% | 651 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $31,404 | +1.3% | 651 | 0.0% | 0.03% | -3.4% |
| Q3 2022 | $31,000 | -3.1% | 651 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $32,000 | 0.0% | 651 | 0.0% | 0.03% | +20.8% |
| Q1 2022 | $32,000 | -3.0% | 651 | 0.0% | 0.02% | +2300.0% |
| Q4 2021 | $33,000 | 0.0% | 651 | 0.0% | 0.00% | -97.1% |
| Q3 2021 | $33,000 | -91.1% | 651 | -91.0% | 0.03% | -89.0% |
| Q2 2021 | $369,000 | +11.8% | 7,207 | +12.2% | 0.31% | -7.2% |
| Q1 2021 | $330,000 | +2.2% | 6,423 | +2.0% | 0.33% | +28.6% |
| Q4 2020 | $323,000 | +199.1% | 6,294 | +199.6% | 0.26% | +102.3% |
| Q3 2020 | $108,000 | +58.8% | 2,101 | +60.3% | 0.13% | +48.8% |
| Q2 2020 | $68,000 | 0.0% | 1,311 | 0.0% | 0.09% | +7.5% |
| Q1 2020 | $68,000 | -91.8% | 1,311 | -92.0% | 0.08% | -92.8% |
| Q4 2019 | $828,000 | – | 16,408 | – | 1.10% | – |
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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% |