SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 518 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 | $279 | -70.4% | 5,825 | -70.3% | 0.00% | -73.3% |
| Q2 2023 | $942 | -99.7% | 19,603 | +211.7% | 0.02% | +200.0% |
| Q4 2022 | $303,000 | -99.9% | 6,290 | +23.5% | 0.01% | 0.0% |
| Q3 2022 | $246,000,000 | +9457.1% | 5,093 | -90.3% | 0.01% | -90.0% |
| Q2 2022 | $2,574,000 | -16.0% | 52,321 | -15.4% | 0.05% | -7.4% |
| Q1 2022 | $3,064,000 | -99.9% | 61,849 | +13.2% | 0.05% | +10.2% |
| Q4 2021 | $2,779,000,000 | +93975.8% | 54,645 | -5.3% | 0.05% | -16.9% |
| Q3 2021 | $2,954,000 | +29.8% | 57,706 | +29.9% | 0.06% | +22.9% |
| Q2 2021 | $2,275,000 | +50.1% | 44,414 | +50.3% | 0.05% | +29.7% |
| Q1 2021 | $1,516,000 | – | 29,548 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,340,809 | $64,439,279 | 19.08% |
| Morningstar Investment Management LLC | 1,809,885 | $86,983 | 11.79% |
| Northeast Financial Group, Inc. | 339,823 | $16,331,823 | 10.47% |
| Greenline Partners, LLC | 1,042,786 | $53,955,154 | 10.09% |
| FLC Capital Advisors | 713,899 | $34,309,970 | 10.04% |
| Altiora Financial Group, LLC | 442,282 | $21,256,078 | 9.34% |
| Bell Investment Advisors, Inc | 854,343 | $41,059,705 | 9.11% |
| LOWERY THOMAS, LLC | 187,574 | $9,014,826 | 8.86% |
| Comprehensive Wealth Management, LLC | 211,208 | $10,150,656 | 8.79% |
| United Capital Management of KS, Inc. | 566,358 | $27,219,167 | 8.72% |