SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $360,000 | -48.9% | 7,077 | -48.6% | 0.02% | -57.4% |
Q3 2021 | $705,000 | -11.2% | 13,765 | -11.3% | 0.05% | -14.5% |
Q2 2021 | $794,000 | -19.6% | 15,510 | -19.4% | 0.06% | -29.5% |
Q1 2021 | $988,000 | +8.2% | 19,248 | +8.3% | 0.08% | -6.0% |
Q4 2020 | $913,000 | -24.0% | 17,767 | -23.9% | 0.08% | -35.7% |
Q3 2020 | $1,202,000 | +25.1% | 23,337 | +25.4% | 0.13% | +6.6% |
Q2 2020 | $961,000 | – | 18,612 | – | 0.12% | – |
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% |