SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,378,211 | +8.3% | 28,779 | +8.7% | 0.01% | 0.0% |
| Q2 2023 | $1,272,306 | +17.5% | 26,473 | +19.3% | 0.01% | +25.0% |
| Q1 2023 | $1,082,615 | +99.5% | 22,189 | +97.3% | 0.00% | +100.0% |
| Q4 2022 | $542,536 | +23.9% | 11,247 | +23.9% | 0.00% | 0.0% |
| Q3 2022 | $438,000 | +45.5% | 9,074 | +48.1% | 0.00% | +100.0% |
| Q2 2022 | $301,000 | +2.4% | 6,126 | +3.2% | 0.00% | 0.0% |
| Q1 2022 | $294,000 | -1.0% | 5,936 | +1.7% | 0.00% | 0.0% |
| Q4 2021 | $297,000 | +421.1% | 5,835 | +423.3% | 0.00% | – |
| Q1 2021 | $57,000 | 0.0% | 1,115 | 0.0% | 0.00% | – |
| Q4 2020 | $57,000 | +850.0% | 1,115 | +861.2% | 0.00% | – |
| Q3 2020 | $6,000 | -97.2% | 116 | -97.2% | 0.00% | -100.0% |
| Q2 2020 | $216,000 | +440.0% | 4,179 | +441.3% | 0.00% | – |
| Q1 2020 | $40,000 | +566.7% | 772 | +565.5% | 0.00% | – |
| Q4 2019 | $6,000 | – | 116 | – | 0.00% | – |
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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% |