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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,947 | -1.5% | 290 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $14,159 | +1.1% | 290 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $13,999 | -6.7% | 290 | -7.9% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 315 | -5.7% | 0.01% | 0.0% |
| Q2 2022 | $16,000 | -52.9% | 334 | -50.0% | 0.01% | 0.0% |
| Q1 2022 | $34,000 | +100.0% | 668 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $17,000 | 0.0% | 334 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $17,000 | +1600.0% | 334 | +1657.9% | 0.01% | +700.0% |
| Q2 2021 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | -94.1% | 19 | -94.3% | 0.00% | -92.3% |
| Q3 2020 | $17,000 | 0.0% | 332 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $17,000 | 0.0% | 331 | +0.3% | 0.01% | -18.8% |
| Q1 2020 | $17,000 | -37.0% | 330 | -37.6% | 0.02% | -30.4% |
| Q4 2019 | $27,000 | – | 529 | – | 0.02% | – |
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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% |