SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,069,691 | -6.4% | 22,336 | -6.0% | 0.00% | 0.0% |
| Q2 2023 | $1,142,354 | -1.3% | 23,769 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $1,157,560 | +0.9% | 23,725 | -0.3% | 0.00% | 0.0% |
| Q4 2022 | $1,147,425 | +294.3% | 23,786 | +293.9% | 0.00% | – |
| Q3 2022 | $291,000 | -17.8% | 6,039 | -16.1% | 0.00% | – |
| Q2 2022 | $354,000 | +1.7% | 7,201 | +2.6% | 0.00% | – |
| Q1 2022 | $348,000 | -31.6% | 7,019 | -29.9% | 0.00% | – |
| Q4 2021 | $509,000 | -29.6% | 10,006 | -29.2% | 0.00% | – |
| Q3 2021 | $723,000 | -72.6% | 14,133 | -72.6% | 0.00% | -100.0% |
| Q2 2021 | $2,642,000 | -77.6% | 51,581 | -77.6% | 0.00% | -75.0% |
| Q1 2021 | $11,807,000 | -12.6% | 230,118 | -12.4% | 0.01% | 0.0% |
| Q4 2020 | $13,505,000 | -29.0% | 262,785 | -28.9% | 0.01% | -33.3% |
| Q3 2020 | $19,029,000 | -0.9% | 369,489 | -0.7% | 0.01% | -20.0% |
| Q2 2020 | $19,206,000 | +39.3% | 371,994 | +39.6% | 0.02% | +25.0% |
| Q1 2020 | $13,784,000 | +87.9% | 266,458 | +83.4% | 0.01% | +140.0% |
| Q4 2019 | $7,334,000 | +2787.4% | 145,280 | +2794.6% | 0.01% | – |
| Q3 2019 | $254,000 | -9.0% | 5,019 | -8.9% | 0.00% | – |
| Q2 2019 | $279,000 | +11.2% | 5,511 | +10.2% | 0.00% | – |
| Q1 2019 | $251,000 | +0.4% | 5,002 | -0.1% | 0.00% | – |
| Q4 2018 | $250,000 | +0.8% | 5,006 | +0.1% | 0.00% | – |
| Q3 2018 | $248,000 | -0.8% | 5,003 | -0.4% | 0.00% | – |
| Q2 2018 | $250,000 | -16.4% | 5,021 | -16.3% | 0.00% | – |
| Q1 2018 | $299,000 | +19.6% | 6,002 | +20.0% | 0.00% | – |
| Q4 2017 | $250,000 | -0.8% | 5,000 | 0.0% | 0.00% | – |
| Q3 2017 | $252,000 | 0.0% | 5,000 | 0.0% | 0.00% | – |
| Q2 2017 | $252,000 | -3.8% | 5,000 | -3.8% | 0.00% | – |
| Q1 2017 | $262,000 | +4.0% | 5,200 | +4.0% | 0.00% | – |
| Q4 2016 | $252,000 | -0.8% | 5,000 | 0.0% | 0.00% | – |
| Q3 2016 | $254,000 | -0.4% | 5,000 | 0.0% | 0.00% | – |
| Q2 2016 | $255,000 | +0.4% | 5,000 | 0.0% | 0.00% | – |
| Q1 2016 | $254,000 | +0.8% | 5,000 | 0.0% | 0.00% | – |
| Q4 2015 | $252,000 | -0.8% | 5,000 | 0.0% | 0.00% | – |
| Q3 2015 | $254,000 | 0.0% | 5,000 | 0.0% | 0.00% | – |
| Q2 2015 | $254,000 | 0.0% | 5,000 | 0.0% | 0.00% | – |
| Q1 2015 | $254,000 | +0.4% | 5,000 | 0.0% | 0.00% | – |
| Q4 2014 | $253,000 | +1388.2% | 5,000 | +1419.8% | 0.00% | – |
| Q4 2013 | $17,000 | – | 329 | – | 0.00% | – |
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% |