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 2023 | $1,962,291 | +7.0% | 40,975 | +7.4% | 1.91% | +12.0% |
| Q2 2023 | $1,833,199 | -1.9% | 38,144 | -0.4% | 1.71% | -4.3% |
| Q1 2023 | $1,868,070 | -0.9% | 38,288 | -2.0% | 1.78% | +0.7% |
| Q4 2022 | $1,885,556 | +6.0% | 39,087 | +6.1% | 1.77% | +1.3% |
| Q3 2022 | $1,778,000 | -6.3% | 36,844 | -4.5% | 1.75% | +4.7% |
| Q2 2022 | $1,898,000 | +4.3% | 38,597 | +5.1% | 1.67% | +26.1% |
| Q1 2022 | $1,819,000 | -1.9% | 36,710 | +0.7% | 1.32% | +7.3% |
| Q4 2021 | $1,854,000 | -7.6% | 36,467 | -7.0% | 1.24% | -15.9% |
| Q3 2021 | $2,007,000 | +2.7% | 39,225 | +2.8% | 1.47% | +2.7% |
| Q2 2021 | $1,954,000 | -0.3% | 38,144 | -0.1% | 1.43% | -7.7% |
| Q1 2021 | $1,959,000 | +0.1% | 38,164 | +0.2% | 1.55% | -5.9% |
| Q4 2020 | $1,958,000 | +45.5% | 38,102 | +45.8% | 1.65% | +19.2% |
| Q3 2020 | $1,346,000 | -0.4% | 26,130 | -0.2% | 1.38% | -10.4% |
| Q2 2020 | $1,352,000 | -1.9% | 26,183 | -1.7% | 1.54% | -17.8% |
| Q1 2020 | $1,378,000 | +0.2% | 26,638 | -2.2% | 1.88% | +35.2% |
| Q4 2019 | $1,375,000 | – | 27,244 | – | 1.39% | – |
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% |