SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 481 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,486,386 | +1.0% | 30,902 | +0.3% | 0.16% | -5.5% |
| Q1 2024 | $1,472,309 | -0.9% | 30,795 | +0.7% | 0.16% | -9.3% |
| Q4 2023 | $1,485,450 | +50.3% | 30,590 | +48.2% | 0.18% | +37.9% |
| Q3 2023 | $988,210 | +109.0% | 20,635 | +109.8% | 0.13% | +116.4% |
| Q2 2023 | $472,718 | +28.5% | 9,836 | +28.8% | 0.06% | +3.4% |
| Q3 2022 | $368,000 | -45.2% | 7,635 | -44.2% | 0.06% | -41.6% |
| Q2 2022 | $672,000 | -0.7% | 13,674 | 0.0% | 0.10% | +16.1% |
| Q1 2022 | $677,000 | +3.4% | 13,674 | +5.7% | 0.09% | +1.2% |
| Q4 2021 | $655,000 | -35.8% | 12,936 | -35.1% | 0.09% | -33.8% |
| Q3 2021 | $1,020,000 | -6.0% | 19,917 | -6.0% | 0.13% | -5.8% |
| Q2 2021 | $1,085,000 | -16.8% | 21,185 | -16.7% | 0.14% | -25.0% |
| Q1 2021 | $1,304,000 | +23.4% | 25,419 | +23.6% | 0.18% | +9.5% |
| Q4 2020 | $1,057,000 | – | 20,561 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,340,809 | $64,439,279 | 19.08% |
| Morningstar Investment Management LLC | 1,809,885 | $86,983 | 11.79% |
| Northeast Financial Group, Inc. | 339,823 | $16,331,823 | 10.47% |
| Greenline Partners, LLC | 1,042,786 | $53,955,154 | 10.09% |
| FLC Capital Advisors | 713,899 | $34,309,970 | 10.04% |
| Altiora Financial Group, LLC | 442,282 | $21,256,078 | 9.34% |
| Bell Investment Advisors, Inc | 854,343 | $41,059,705 | 9.11% |
| LOWERY THOMAS, LLC | 187,574 | $9,014,826 | 8.86% |
| Comprehensive Wealth Management, LLC | 211,208 | $10,150,656 | 8.79% |
| United Capital Management of KS, Inc. | 566,358 | $27,219,167 | 8.72% |