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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $442,000 | -36.9% | 8,903 | -35.4% | 0.01% | -35.7% |
| Q4 2021 | $701,000 | -3.0% | 13,782 | -2.5% | 0.01% | -12.5% |
| Q3 2021 | $723,000 | -4.9% | 14,131 | -4.8% | 0.02% | 0.0% |
| Q2 2021 | $760,000 | +0.1% | 14,843 | +0.3% | 0.02% | -15.8% |
| Q1 2021 | $759,000 | +12.8% | 14,800 | +13.1% | 0.02% | +5.6% |
| Q4 2020 | $673,000 | 0.0% | 13,091 | +0.2% | 0.02% | -10.0% |
| Q3 2020 | $673,000 | -0.1% | 13,069 | +0.2% | 0.02% | -9.1% |
| Q2 2020 | $674,000 | +63.6% | 13,045 | +63.9% | 0.02% | +46.7% |
| Q1 2020 | $412,000 | +2.5% | 7,960 | -0.1% | 0.02% | +15.4% |
| Q4 2019 | $402,000 | – | 7,968 | – | 0.01% | – |
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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% |