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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $18,679,000 | +55.6% | 379,733 | +56.7% | 15.53% | +83.9% |
| Q1 2022 | $12,008,000 | -4.5% | 242,393 | -1.9% | 8.45% | +7.9% |
| Q4 2021 | $12,568,000 | -5.7% | 247,159 | -5.1% | 7.83% | -7.9% |
| Q3 2021 | $13,327,000 | -2.5% | 260,336 | -2.4% | 8.49% | -5.2% |
| Q2 2021 | $13,663,000 | +4.5% | 266,751 | +4.7% | 8.96% | +0.1% |
| Q1 2021 | $13,076,000 | +14.6% | 254,838 | +14.8% | 8.95% | +10.5% |
| Q4 2020 | $11,408,000 | +5.1% | 221,979 | +5.3% | 8.09% | -0.2% |
| Q3 2020 | $10,856,000 | +2.1% | 210,803 | +2.4% | 8.11% | -1.4% |
| Q2 2020 | $10,630,000 | +14.5% | 205,883 | +14.7% | 8.22% | +1.5% |
| Q1 2020 | $9,282,000 | -25.6% | 179,439 | -27.4% | 8.10% | -2.1% |
| Q4 2019 | $12,468,000 | +0.4% | 246,996 | +0.6% | 8.28% | -8.9% |
| Q3 2019 | $12,423,000 | +36.4% | 245,559 | +36.4% | 9.08% | +28.9% |
| Q2 2019 | $9,105,000 | -1.6% | 179,974 | -2.4% | 7.04% | -1.8% |
| Q1 2019 | $9,256,000 | +350.2% | 184,418 | +347.6% | 7.17% | +317.2% |
| Q4 2018 | $2,056,000 | +238.2% | 41,200 | +235.4% | 1.72% | +288.9% |
| Q3 2018 | $608,000 | +29.4% | 12,284 | +29.9% | 0.44% | +21.1% |
| Q2 2018 | $470,000 | – | 9,456 | – | 0.36% | – |
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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% |