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 | $1,090 | -68.3% | 22,762 | -68.2% | 0.13% | -67.7% |
| Q2 2023 | $3,443 | -55.4% | 71,649 | -54.7% | 0.40% | -58.1% |
| Q1 2023 | $7,714 | +5.9% | 158,112 | +4.7% | 0.96% | -6.6% |
| Q4 2022 | $7,285 | -99.9% | 151,010 | +2.2% | 1.03% | -4.1% |
| Q3 2022 | $7,133,000 | +4.0% | 147,794 | +6.0% | 1.07% | +7.6% |
| Q2 2022 | $6,856,000 | +41.9% | 139,381 | +42.9% | 1.00% | +61.7% |
| Q1 2022 | $4,832,000 | +41.1% | 97,533 | +44.8% | 0.62% | +42.9% |
| Q4 2021 | $3,425,000 | -5.8% | 67,360 | -5.1% | 0.43% | -16.6% |
| Q3 2021 | $3,635,000 | +7.4% | 71,007 | +7.4% | 0.52% | +2.0% |
| Q2 2021 | $3,386,000 | -21.3% | 66,105 | -21.2% | 0.51% | -31.9% |
| Q1 2021 | $4,304,000 | +34.9% | 83,883 | +35.1% | 0.74% | +20.4% |
| Q4 2020 | $3,191,000 | – | 62,096 | – | 0.62% | – |
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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% |