SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,049 | -0.2% | 42,791 | +0.2% | 0.86% | +5.4% |
| Q2 2023 | $2,053 | -0.5% | 42,712 | +1.0% | 0.82% | -5.2% |
| Q1 2023 | $2,063 | +24.2% | 42,277 | +22.8% | 0.87% | +17.3% |
| Q4 2022 | $1,661 | -99.8% | 34,435 | +80.3% | 0.74% | +112.7% |
| Q4 2021 | $971,000 | -33.8% | 19,099 | -33.4% | 0.35% | -36.3% |
| Q3 2021 | $1,467,000 | +1.2% | 28,660 | +1.3% | 0.54% | +1.3% |
| Q2 2021 | $1,449,000 | +10.0% | 28,298 | +10.2% | 0.54% | +17.7% |
| Q1 2021 | $1,317,000 | +10.6% | 25,676 | +10.8% | 0.46% | -2.1% |
| Q4 2020 | $1,191,000 | +8.1% | 23,178 | +8.3% | 0.47% | -6.4% |
| Q3 2020 | $1,102,000 | – | 21,395 | – | 0.50% | – |
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% |