SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
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 | 1,348,867 | $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% |