SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,445 | +1.1% | 113,704 | +1.4% | 0.40% | +5.5% |
| Q2 2023 | $5,387 | -8.2% | 112,079 | -6.9% | 0.38% | -13.4% |
| Q1 2023 | $5,871 | -7.0% | 120,322 | -8.0% | 0.44% | -10.9% |
| Q4 2022 | $6,310 | -99.9% | 130,804 | +15.1% | 0.49% | +8.8% |
| Q3 2022 | $5,483,000 | +12.9% | 113,618 | +15.1% | 0.45% | +20.4% |
| Q2 2022 | $4,857,000 | +1.2% | 98,737 | +1.9% | 0.38% | +26.9% |
| Q1 2022 | $4,800,000 | -38.9% | 96,884 | -37.3% | 0.30% | -33.4% |
| Q4 2021 | $7,862,000 | +6.1% | 154,620 | +6.8% | 0.45% | +0.2% |
| Q3 2021 | $7,413,000 | +21.7% | 144,821 | +21.8% | 0.44% | +21.3% |
| Q2 2021 | $6,092,000 | +128.3% | 118,936 | +128.7% | 0.37% | +106.2% |
| Q1 2021 | $2,668,000 | +68.8% | 51,995 | +69.0% | 0.18% | +53.4% |
| Q4 2020 | $1,581,000 | – | 30,770 | – | 0.12% | – |
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% |