SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $265 | +2.3% | 5,436 | +1.2% | 0.01% | -7.1% |
| Q4 2022 | $259 | -99.9% | 5,372 | -13.6% | 0.01% | -17.6% |
| Q3 2022 | $300,000 | -6.5% | 6,220 | -4.8% | 0.02% | 0.0% |
| Q2 2022 | $321,000 | +0.9% | 6,533 | +1.6% | 0.02% | +13.3% |
| Q1 2022 | $318,000 | +1.3% | 6,427 | +4.2% | 0.02% | +7.1% |
| Q4 2021 | $314,000 | +9.4% | 6,169 | +10.0% | 0.01% | 0.0% |
| Q3 2021 | $287,000 | +14.8% | 5,609 | +15.1% | 0.01% | +16.7% |
| Q2 2021 | $250,000 | -0.8% | 4,873 | -0.8% | 0.01% | -14.3% |
| Q1 2021 | $252,000 | -16.0% | 4,913 | -15.3% | 0.01% | -50.0% |
| Q2 2020 | $300,000 | – | 5,802 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,355,672 | $66,143,249 | 21.28% |
| Morningstar Investment Management LLC | 2,060,262 | $100,520 | 14.98% |
| Edgehill Endowment Partners, LLC | 1,259,008 | $61,427,003 | 12.27% |
| FLC Capital Advisors | 675,279 | $32,946,846 | 10.08% |
| Northeast Financial Group, Inc. | 285,137 | $13,859,334 | 10.00% |
| Altiora Financial Group, LLC | 439,503 | $21,443,335 | 9.89% |
| United Capital Management of KS, Inc. | 520,018 | $25,371,654 | 9.45% |
| Bell Investment Advisors, Inc | 825,770 | $40,289,336 | 9.43% |
| LOWERY THOMAS, LLC | 175,148 | $8,545,494 | 9.42% |
| Passive Capital Management, LLC. | 438,663 | $21,402,346 | 9.34% |