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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,565 | -66.9% | 5,149 | -66.7% | 0.01% | -64.9% |
| Q2 2023 | $744,010 | +66.8% | 15,481 | +69.4% | 0.04% | +48.0% |
| Q1 2023 | $446,001 | +4.0% | 9,141 | +2.8% | 0.02% | -3.8% |
| Q4 2022 | $428,876 | -0.5% | 8,890 | -0.5% | 0.03% | +4.0% |
| Q3 2022 | $431,000 | +1.7% | 8,934 | +3.6% | 0.02% | 0.0% |
| Q2 2022 | $424,000 | -7.4% | 8,625 | -6.8% | 0.02% | +19.0% |
| Q1 2022 | $458,000 | -2.6% | 9,250 | -0.0% | 0.02% | -4.5% |
| Q4 2021 | $470,000 | -10.5% | 9,252 | -9.8% | 0.02% | -18.5% |
| Q3 2021 | $525,000 | +27.7% | 10,253 | +27.7% | 0.03% | +28.6% |
| Q2 2021 | $411,000 | -0.2% | 8,032 | +0.1% | 0.02% | -12.5% |
| Q1 2021 | $412,000 | +23.0% | 8,020 | +23.0% | 0.02% | +14.3% |
| Q4 2020 | $335,000 | – | 6,520 | – | 0.02% | – |
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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% |