SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 518 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $218,000 | -0.5% | 4,281 | 0.0% | 0.05% | -9.8% |
| Q3 2021 | $219,000 | 0.0% | 4,281 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $219,000 | -0.5% | 4,281 | 0.0% | 0.05% | -1.9% |
| Q1 2021 | $220,000 | -49.8% | 4,281 | -49.8% | 0.05% | -55.8% |
| Q4 2020 | $438,000 | -25.0% | 8,530 | -24.8% | 0.12% | -38.1% |
| Q3 2020 | $584,000 | -52.5% | 11,348 | -52.2% | 0.19% | -57.1% |
| Q1 2020 | $1,229,000 | -29.7% | 23,751 | -31.4% | 0.45% | +24.5% |
| Q4 2019 | $1,748,000 | -2.1% | 34,645 | -1.8% | 0.36% | -34.1% |
| Q3 2019 | $1,785,000 | -12.3% | 35,281 | -12.3% | 0.55% | -1.4% |
| Q2 2019 | $2,036,000 | – | 40,250 | – | 0.56% | – |
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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% |