SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 453 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $354,000 | -20.4% | 7,194 | -19.9% | 0.18% | -8.2% |
| Q1 2022 | $445,000 | -36.2% | 8,979 | -34.5% | 0.20% | -30.6% |
| Q4 2021 | $697,000 | -20.1% | 13,712 | -19.5% | 0.28% | -23.0% |
| Q3 2021 | $872,000 | -0.5% | 17,036 | -0.4% | 0.36% | +5.2% |
| Q2 2021 | $876,000 | -2.8% | 17,096 | -2.7% | 0.35% | -8.2% |
| Q1 2021 | $901,000 | -5.6% | 17,569 | -5.3% | 0.38% | -10.2% |
| Q4 2020 | $954,000 | -3.8% | 18,561 | -3.6% | 0.42% | -16.0% |
| Q3 2020 | $992,000 | -5.9% | 19,261 | -5.6% | 0.50% | -10.7% |
| Q2 2020 | $1,054,000 | -41.2% | 20,410 | -41.0% | 0.56% | -47.1% |
| Q1 2020 | $1,791,000 | +2.3% | 34,622 | -0.2% | 1.06% | +41.5% |
| Q4 2019 | $1,750,000 | – | 34,677 | – | 0.75% | – |
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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% |