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 | $437,428 | -2.9% | 9,134 | -2.6% | 0.07% | +3.1% |
| Q2 2023 | $450,515 | -15.2% | 9,374 | -13.9% | 0.06% | -21.7% |
| Q1 2023 | $531,031 | -12.8% | 10,884 | -13.8% | 0.08% | -16.2% |
| Q4 2022 | $608,837 | -38.1% | 12,621 | -38.0% | 0.10% | -44.4% |
| Q3 2022 | $983,000 | -4.6% | 20,361 | -2.8% | 0.18% | -0.6% |
| Q2 2022 | $1,030,000 | -4.9% | 20,946 | -4.2% | 0.18% | +10.5% |
| Q1 2022 | $1,083,000 | -37.3% | 21,865 | -35.6% | 0.16% | -31.4% |
| Q4 2021 | $1,728,000 | -4.7% | 33,975 | -4.1% | 0.24% | -14.5% |
| Q3 2021 | $1,814,000 | -8.6% | 35,440 | -8.6% | 0.28% | -8.9% |
| Q2 2021 | $1,985,000 | +13.0% | 38,763 | +13.2% | 0.30% | +8.2% |
| Q1 2021 | $1,757,000 | +27.5% | 34,248 | +27.8% | 0.28% | +18.6% |
| Q4 2020 | $1,378,000 | +35.9% | 26,807 | +36.2% | 0.24% | +21.0% |
| Q3 2020 | $1,014,000 | – | 19,687 | – | 0.20% | – |
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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% |