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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,258,000 | -7.2% | 85,955 | -4.8% | 3.15% | -3.1% |
| Q4 2021 | $4,590,000 | +4.8% | 90,260 | +5.5% | 3.25% | -3.0% |
| Q3 2021 | $4,379,000 | +5.5% | 85,541 | +5.6% | 3.35% | +5.1% |
| Q2 2021 | $4,150,000 | +23.3% | 81,017 | +23.5% | 3.19% | +13.4% |
| Q1 2021 | $3,366,000 | +37.0% | 65,608 | +37.2% | 2.81% | +24.7% |
| Q4 2020 | $2,457,000 | +12.6% | 47,815 | +12.9% | 2.25% | -2.1% |
| Q3 2020 | $2,182,000 | +32.8% | 42,367 | +33.1% | 2.30% | +21.3% |
| Q2 2020 | $1,643,000 | +678.7% | 31,821 | +680.1% | 1.90% | +680.7% |
| Q1 2020 | $211,000 | -0.5% | 4,079 | -2.7% | 0.24% | +21.5% |
| Q4 2019 | $212,000 | – | 4,191 | – | 0.20% | – |
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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% |