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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,694,537 | -2.0% | 181,552 | -1.7% | 1.43% | -1.3% |
| Q2 2023 | $8,874,587 | -0.3% | 184,656 | +1.2% | 1.44% | +1.6% |
| Q1 2023 | $8,898,887 | +3.1% | 182,392 | +1.9% | 1.42% | -3.1% |
| Q4 2022 | $8,632,402 | +0.1% | 178,947 | +0.1% | 1.47% | -16.5% |
| Q3 2022 | $8,626,000 | +0.2% | 178,740 | +2.1% | 1.76% | +4.9% |
| Q2 2022 | $8,610,000 | +0.0% | 175,026 | +0.8% | 1.68% | +8.7% |
| Q1 2022 | $8,606,000 | -2.0% | 173,711 | +0.6% | 1.54% | -0.3% |
| Q4 2021 | $8,781,000 | +0.8% | 172,686 | +1.5% | 1.55% | -5.8% |
| Q3 2021 | $8,708,000 | +1.9% | 170,121 | +1.9% | 1.64% | +4.1% |
| Q2 2021 | $8,547,000 | +3.3% | 166,876 | +3.5% | 1.58% | +1.1% |
| Q1 2021 | $8,273,000 | +0.8% | 161,230 | +1.0% | 1.56% | -8.2% |
| Q4 2020 | $8,207,000 | -3.0% | 159,693 | -2.8% | 1.70% | -16.2% |
| Q3 2020 | $8,460,000 | -0.2% | 164,269 | +0.0% | 2.03% | 0.0% |
| Q2 2020 | $8,479,000 | -0.9% | 164,233 | -0.7% | 2.03% | +10.7% |
| Q1 2020 | $8,559,000 | +4.1% | 165,463 | +1.6% | 1.83% | +42.5% |
| Q4 2019 | $8,219,000 | -0.3% | 162,816 | -0.1% | 1.29% | +6.3% |
| Q3 2019 | $8,242,000 | +0.9% | 162,911 | +0.9% | 1.21% | +3.2% |
| Q2 2019 | $8,166,000 | +6.2% | 161,411 | +5.3% | 1.17% | +4.8% |
| Q1 2019 | $7,692,000 | +3.5% | 153,264 | +2.9% | 1.12% | -5.3% |
| Q4 2018 | $7,433,000 | +3.1% | 148,934 | +2.4% | 1.18% | +17.2% |
| Q3 2018 | $7,213,000 | +82.6% | 145,511 | +83.2% | 1.01% | +72.7% |
| Q2 2018 | $3,950,000 | – | 79,410 | – | 0.58% | – |
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% |