SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,020 | -61.8% | 63,065 | -61.7% | 0.02% | -61.4% |
| Q2 2023 | $7,904 | -4.3% | 164,455 | -2.8% | 0.04% | -24.1% |
| Q1 2023 | $8,257 | -13.3% | 169,232 | -14.3% | 0.06% | -7.9% |
| Q4 2022 | $9,522 | -99.9% | 197,381 | +2.5% | 0.06% | -11.3% |
| Q3 2022 | $9,294,000 | -12.7% | 192,575 | -11.0% | 0.07% | -12.3% |
| Q2 2022 | $10,642,000 | -5.1% | 216,350 | -4.4% | 0.08% | +2.5% |
| Q1 2022 | $11,212,000 | -3.2% | 226,328 | -0.7% | 0.08% | -4.8% |
| Q4 2021 | $11,586,000 | -3.3% | 227,847 | -2.7% | 0.08% | -12.6% |
| Q3 2021 | $11,982,000 | +2.9% | 234,060 | +3.0% | 0.10% | -3.1% |
| Q2 2021 | $11,643,000 | +5.7% | 227,315 | +5.8% | 0.10% | -6.7% |
| Q1 2021 | $11,020,000 | +10.9% | 214,780 | +11.1% | 0.10% | -0.9% |
| Q4 2020 | $9,933,000 | +13.6% | 193,280 | +13.8% | 0.11% | -3.6% |
| Q3 2020 | $8,746,000 | +1.1% | 169,828 | +1.4% | 0.11% | -5.2% |
| Q2 2020 | $8,649,000 | +249.5% | 167,512 | +250.2% | 0.12% | +169.8% |
| Q1 2020 | $2,475,000 | +410.3% | 47,840 | +397.9% | 0.04% | +514.3% |
| Q4 2019 | $485,000 | +24.4% | 9,609 | +24.7% | 0.01% | +16.7% |
| Q3 2019 | $390,000 | -32.9% | 7,707 | -32.9% | 0.01% | -25.0% |
| Q2 2019 | $581,000 | +7.6% | 11,478 | +6.7% | 0.01% | 0.0% |
| Q1 2019 | $540,000 | +53.4% | 10,755 | +52.3% | 0.01% | +33.3% |
| Q4 2018 | $352,000 | – | 7,061 | – | 0.01% | – |
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% |