SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $69,526 | +1.1% | 1,425 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $68,742 | -0.4% | 1,425 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $69,000 | -13.8% | 1,425 | -12.0% | 0.01% | -16.7% |
| Q2 2022 | $80,000 | +12.7% | 1,619 | +13.6% | 0.01% | +20.0% |
| Q1 2022 | $71,000 | -79.3% | 1,425 | -78.7% | 0.01% | -83.3% |
| Q1 2021 | $343,000 | -0.3% | 6,690 | 0.0% | 0.03% | -9.1% |
| Q4 2020 | $344,000 | -17.9% | 6,690 | -17.8% | 0.03% | -29.8% |
| Q3 2020 | $419,000 | -29.1% | 8,135 | -28.9% | 0.05% | -35.6% |
| Q2 2020 | $591,000 | -1.3% | 11,445 | -3.5% | 0.07% | +14.1% |
| Q4 2019 | $599,000 | -5.1% | 11,865 | -4.8% | 0.06% | -17.9% |
| Q3 2019 | $631,000 | -3.1% | 12,468 | -3.1% | 0.08% | -1.3% |
| Q2 2019 | $651,000 | +1.2% | 12,870 | +0.4% | 0.08% | -4.8% |
| Q1 2019 | $643,000 | -12.6% | 12,814 | -13.1% | 0.08% | -25.2% |
| Q4 2018 | $736,000 | -39.1% | 14,749 | -39.5% | 0.11% | -31.1% |
| Q3 2018 | $1,208,000 | -52.7% | 24,374 | -52.5% | 0.16% | -55.2% |
| Q2 2018 | $2,554,000 | -11.3% | 51,341 | -11.1% | 0.36% | -12.0% |
| Q1 2018 | $2,879,000 | -1.1% | 57,755 | -0.7% | 0.41% | -1.2% |
| Q4 2017 | $2,910,000 | -19.5% | 58,159 | -18.9% | 0.41% | -24.6% |
| Q3 2017 | $3,616,000 | -12.2% | 71,751 | -12.1% | 0.55% | -16.1% |
| Q2 2017 | $4,118,000 | +19.9% | 81,665 | +20.0% | 0.65% | +10.9% |
| Q1 2017 | $3,435,000 | +197.9% | 68,079 | +197.7% | 0.59% | +174.0% |
| Q4 2016 | $1,153,000 | – | 22,868 | – | 0.22% | – |
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% |