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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,638,955 | +75.2% | 222,154 | +75.8% | 0.00% | – |
| Q2 2023 | $6,071,516 | +497565.2% | 126,332 | +505228.0% | 0.00% | – |
| Q1 2023 | $1,220 | – | 25 | +257.1% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 7 | -95.4% | 0.00% | – |
| Q2 2022 | $7,000 | -46.2% | 151 | -41.5% | 0.00% | – |
| Q1 2022 | $13,000 | +18.2% | 258 | +16.7% | 0.00% | – |
| Q4 2021 | $11,000 | -21.4% | 221 | -19.0% | 0.00% | – |
| Q3 2021 | $14,000 | -6.7% | 273 | -4.5% | 0.00% | – |
| Q2 2021 | $15,000 | +25.0% | 286 | +19.2% | 0.00% | – |
| Q1 2021 | $12,000 | +200.0% | 240 | +220.0% | 0.00% | – |
| Q4 2020 | $4,000 | -20.0% | 75 | -22.7% | 0.00% | – |
| Q3 2020 | $5,000 | -16.7% | 97 | -11.0% | 0.00% | – |
| Q2 2020 | $6,000 | -88.2% | 109 | -89.0% | 0.00% | – |
| Q1 2020 | $51,000 | +142.9% | 994 | +145.4% | 0.00% | – |
| Q4 2019 | $21,000 | -25.0% | 405 | -24.9% | 0.00% | – |
| Q3 2019 | $28,000 | +600.0% | 539 | +591.0% | 0.00% | – |
| Q2 2019 | $4,000 | -60.0% | 78 | -62.5% | 0.00% | – |
| Q1 2019 | $10,000 | -23.1% | 208 | -17.5% | 0.00% | – |
| Q4 2018 | $13,000 | -27.8% | 252 | -30.2% | 0.00% | – |
| Q3 2018 | $18,000 | +5.9% | 361 | +4.9% | 0.00% | – |
| Q2 2018 | $17,000 | +325.0% | 344 | +421.2% | 0.00% | – |
| Q1 2018 | $4,000 | +300.0% | 66 | +340.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | – | 15 | – | 0.00% | – |
Download | ||||||
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% |