SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $266,168 | -31.1% | 5,521 | -30.8% | 0.01% | -37.5% |
| Q4 2023 | $386,341 | +1.2% | 7,974 | 0.0% | 0.02% | -5.9% |
| Q3 2023 | $381,875 | -0.4% | 7,974 | 0.0% | 0.02% | +6.2% |
| Q2 2023 | $383,231 | -1.8% | 7,974 | -0.3% | 0.02% | -11.1% |
| Q1 2023 | $390,272 | +12.0% | 7,999 | +10.8% | 0.02% | +12.5% |
| Q4 2022 | $348,341 | +0.1% | 7,221 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $348,000 | -2.0% | 7,221 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $355,000 | -68.9% | 7,221 | -68.7% | 0.02% | -60.9% |
| Q1 2022 | $1,142,000 | -3.5% | 23,058 | -0.9% | 0.05% | -2.1% |
| Q4 2021 | $1,183,000 | -3.5% | 23,258 | -2.9% | 0.05% | -14.5% |
| Q3 2021 | $1,226,000 | -27.9% | 23,958 | -27.8% | 0.06% | -32.1% |
| Q2 2021 | $1,700,000 | +39.8% | 33,193 | +40.1% | 0.08% | +30.6% |
| Q1 2021 | $1,216,000 | -41.6% | 23,698 | -41.5% | 0.06% | -49.2% |
| Q4 2020 | $2,081,000 | -5.7% | 40,496 | -5.5% | 0.12% | -19.7% |
| Q3 2020 | $2,207,000 | -27.2% | 42,845 | -27.0% | 0.15% | -33.9% |
| Q2 2020 | $3,030,000 | +18.3% | 58,689 | +18.5% | 0.23% | -3.8% |
| Q1 2020 | $2,561,000 | -67.5% | 49,516 | -68.3% | 0.24% | -63.6% |
| Q4 2019 | $7,881,000 | -55.2% | 156,118 | -55.1% | 0.66% | -60.0% |
| Q3 2019 | $17,579,000 | – | 347,487 | – | 1.64% | – |
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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% |