SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $264,842 | -5.1% | 5,490 | -5.5% | 0.03% | -8.6% |
| Q3 2022 | $279,000 | -2.8% | 5,811 | -0.5% | 0.04% | -14.6% |
| Q2 2022 | $287,000 | +0.3% | 5,843 | +1.4% | 0.04% | -2.4% |
| Q1 2022 | $286,000 | -2.1% | 5,763 | +0.3% | 0.04% | -12.5% |
| Q4 2021 | $292,000 | -0.7% | 5,746 | -0.1% | 0.05% | -9.4% |
| Q3 2021 | $294,000 | +10.1% | 5,750 | +10.4% | 0.05% | -14.5% |
| Q2 2021 | $267,000 | -3.6% | 5,208 | -3.5% | 0.06% | -50.0% |
| Q1 2021 | $277,000 | -4.5% | 5,395 | -4.4% | 0.12% | -50.2% |
| Q4 2020 | $290,000 | -0.3% | 5,643 | -0.0% | 0.25% | +6.9% |
| Q3 2020 | $291,000 | – | 5,644 | – | 0.23% | – |
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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% |