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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,699 | -54.9% | 119 | -54.8% | 0.00% | -50.0% |
Q2 2023 | $12,640 | -38.9% | 263 | -38.0% | 0.01% | -38.5% |
Q1 2023 | $20,687 | -2.8% | 424 | -3.9% | 0.01% | -7.1% |
Q4 2022 | $21,274 | -7.5% | 441 | -6.4% | 0.01% | -17.6% |
Q3 2022 | $23,000 | -23.3% | 471 | -21.9% | 0.02% | -19.0% |
Q2 2022 | $30,000 | -97.4% | 603 | -97.4% | 0.02% | -97.1% |
Q1 2022 | $1,156,000 | -67.3% | 23,333 | -66.5% | 0.72% | -65.5% |
Q4 2021 | $3,540,000 | -3.4% | 69,615 | -2.8% | 2.07% | -7.0% |
Q3 2021 | $3,665,000 | +2.0% | 71,589 | +2.0% | 2.23% | -2.0% |
Q2 2021 | $3,594,000 | -1.7% | 70,168 | -1.6% | 2.27% | -4.3% |
Q1 2021 | $3,658,000 | +2.9% | 71,288 | +3.0% | 2.38% | -15.1% |
Q4 2020 | $3,556,000 | -12.4% | 69,201 | -12.2% | 2.80% | -18.5% |
Q3 2020 | $4,060,000 | -2.4% | 78,831 | -2.2% | 3.43% | -4.9% |
Q2 2020 | $4,160,000 | +12.9% | 80,571 | +13.1% | 3.61% | -4.6% |
Q1 2020 | $3,686,000 | +0.6% | 71,255 | -1.8% | 3.78% | +21.4% |
Q4 2019 | $3,664,000 | – | 72,578 | – | 3.11% | – |
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% |