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 2021 | $1,790,000 | +38.9% | 35,205 | +39.8% | 0.26% | +23.9% |
| Q3 2021 | $1,289,000 | -0.6% | 25,177 | -0.6% | 0.21% | -3.2% |
| Q2 2021 | $1,297,000 | +7.6% | 25,319 | +7.8% | 0.22% | -3.5% |
| Q1 2021 | $1,205,000 | +27.6% | 23,478 | +27.8% | 0.23% | +18.1% |
| Q4 2020 | $944,000 | -38.1% | 18,368 | -38.0% | 0.19% | -46.7% |
| Q3 2020 | $1,526,000 | -5.2% | 29,624 | -5.0% | 0.36% | -13.4% |
| Q2 2020 | $1,609,000 | – | 31,171 | – | 0.42% | – |
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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% |