SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,029,907 | +567.3% | 187,615 | +568.4% | 0.09% | +462.5% |
| Q1 2024 | $1,353,159 | -85.8% | 28,068 | -85.7% | 0.02% | -87.0% |
| Q4 2023 | $9,521,155 | +0.4% | 196,515 | -0.8% | 0.12% | -12.8% |
| Q3 2023 | $9,483,668 | +602.9% | 198,031 | +605.4% | 0.14% | +571.4% |
| Q2 2023 | $1,349,257 | +277.5% | 28,074 | +283.3% | 0.02% | +200.0% |
| Q1 2023 | $357,387 | +1.1% | 7,325 | 0.0% | 0.01% | -22.2% |
| Q4 2022 | $353,358 | -5.3% | 7,325 | -5.2% | 0.01% | -25.0% |
| Q3 2022 | $373,000 | -1.6% | 7,725 | +0.3% | 0.01% | +9.1% |
| Q2 2022 | $379,000 | – | 7,699 | – | 0.01% | – |
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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% |