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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $210,000 | -96.7% | 4,244 | -96.6% | 0.05% | -96.3% |
Q4 2021 | $6,331,000 | -0.0% | 124,506 | +0.6% | 1.46% | -11.0% |
Q3 2021 | $6,333,000 | +4.1% | 123,729 | +4.2% | 1.64% | +6.1% |
Q2 2021 | $6,085,000 | +1.5% | 118,793 | +1.7% | 1.55% | -7.5% |
Q1 2021 | $5,995,000 | -1.9% | 116,847 | -1.8% | 1.68% | -9.5% |
Q4 2020 | $6,114,000 | -0.3% | 118,968 | -0.1% | 1.85% | -15.9% |
Q3 2020 | $6,130,000 | +8.9% | 119,039 | +9.2% | 2.20% | -12.0% |
Q2 2020 | $5,629,000 | +6.9% | 109,027 | +7.1% | 2.50% | -7.5% |
Q1 2020 | $5,268,000 | +4.0% | 101,831 | +1.5% | 2.70% | +14.4% |
Q4 2019 | $5,064,000 | +45.7% | 100,316 | +46.0% | 2.36% | +13.9% |
Q3 2019 | $3,476,000 | +2.3% | 68,707 | +2.3% | 2.08% | -1.1% |
Q2 2019 | $3,397,000 | +5.5% | 67,155 | +4.6% | 2.10% | +1.7% |
Q1 2019 | $3,221,000 | +4.7% | 64,184 | +4.2% | 2.06% | -5.8% |
Q4 2018 | $3,075,000 | – | 61,607 | – | 2.19% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pacific Sage Partners, LLC | 1,348,867 | $64,597,232 | 19.43% |
Morningstar Investment Management LLC | 2,068,533 | $99,062 | 14.82% |
Northeast Financial Group, Inc. | 364,913 | $17,475,694 | 10.74% |
Greenline Partners, LLC | 1,125,630 | $56,399,763 | 10.63% |
United Capital Management of KS, Inc. | 589,658 | $28,238,738 | 9.61% |
Altiora Financial Group, LLC | 410,283 | $19,648,432 | 9.12% |
Traverso Chambers Private Wealth Management, LLC | 629,147 | $30,129,830 | 8.06% |
ASSET PLANNING CORPORATION | 208,249 | $9,973,027 | 7.67% |
LOWERY THOMAS, LLC | 164,391 | $7,872,680 | 7.53% |
Courage Miller Partners, LLC | 360,432 | $17,261,103 | 7.08% |