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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $848,000 | +30.7% | 16,684 | +31.9% | 0.00% | – |
| Q1 2021 | $649,000 | -64.3% | 12,651 | -64.2% | 0.00% | – |
| Q4 2020 | $1,816,000 | -17.9% | 35,324 | -17.8% | 0.00% | – |
| Q3 2020 | $2,213,000 | +69.7% | 42,979 | +66.3% | 0.00% | – |
| Q4 2019 | $1,304,000 | +237.8% | 25,837 | +236.3% | 0.00% | – |
| Q1 2019 | $386,000 | -72.1% | 7,682 | -72.5% | 0.00% | – |
| Q3 2018 | $1,385,000 | -32.9% | 27,939 | -32.6% | 0.00% | -100.0% |
| Q1 2018 | $2,065,000 | +7.8% | 41,439 | +8.2% | 0.00% | 0.0% |
| Q4 2017 | $1,915,000 | +78.1% | 38,292 | +79.6% | 0.00% | – |
| Q2 2017 | $1,075,000 | -20.2% | 21,319 | -20.1% | 0.00% | -100.0% |
| Q1 2017 | $1,347,000 | -13.0% | 26,686 | -12.5% | 0.00% | 0.0% |
| Q3 2016 | $1,549,000 | +337.6% | 30,500 | +339.1% | 0.00% | – |
| Q2 2016 | $354,000 | -83.3% | 6,946 | -83.3% | 0.00% | -100.0% |
| Q1 2016 | $2,114,000 | +19.1% | 41,602 | +18.2% | 0.00% | 0.0% |
| Q4 2015 | $1,775,000 | -38.4% | 35,182 | -38.0% | 0.00% | 0.0% |
| Q3 2015 | $2,881,000 | +433.5% | 56,708 | +432.9% | 0.00% | – |
| Q2 2015 | $540,000 | -60.6% | 10,642 | -60.6% | 0.00% | -100.0% |
| Q1 2015 | $1,370,000 | +63.3% | 26,991 | +62.7% | 0.00% | – |
| Q3 2014 | $839,000 | +96.0% | 16,593 | +95.9% | 0.00% | – |
| Q1 2014 | $428,000 | -89.5% | 8,469 | -89.5% | 0.00% | -100.0% |
| Q4 2013 | $4,065,000 | +224.4% | 80,406 | +223.8% | 0.00% | +100.0% |
| Q2 2013 | $1,253,000 | – | 24,830 | – | 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% |