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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $327,785 | -41.8% | 6,795 | -41.8% | 0.03% | -46.4% |
| Q3 2022 | $563,000 | -57.8% | 11,681 | -56.9% | 0.06% | -57.6% |
| Q2 2022 | $1,333,000 | +37.3% | 27,091 | +38.3% | 0.13% | +67.1% |
| Q1 2022 | $971,000 | -5.5% | 19,594 | -3.0% | 0.08% | 0.0% |
| Q4 2021 | $1,027,000 | -22.5% | 20,199 | -22.0% | 0.08% | -6.0% |
| Q3 2021 | $1,325,000 | -20.6% | 25,895 | -20.5% | 0.08% | -22.2% |
| Q2 2021 | $1,669,000 | -4.7% | 32,585 | -4.6% | 0.11% | -7.7% |
| Q1 2021 | $1,752,000 | -23.0% | 34,148 | -22.8% | 0.12% | -25.5% |
| Q4 2020 | $2,274,000 | -7.7% | 44,260 | -7.5% | 0.16% | -16.5% |
| Q3 2020 | $2,465,000 | -3.4% | 47,874 | -3.1% | 0.19% | -12.6% |
| Q2 2020 | $2,552,000 | +24.6% | 49,426 | +24.8% | 0.22% | -18.9% |
| Q1 2020 | $2,048,000 | – | 39,598 | – | 0.26% | – |
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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% |