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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,728 | -0.4% | 7,783 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $374,051 | -13.7% | 7,783 | -12.4% | 0.04% | -19.1% |
| Q1 2023 | $433,304 | +1.1% | 8,881 | -0.0% | 0.05% | -2.1% |
| Q4 2022 | $428,516 | -5.0% | 8,883 | -5.1% | 0.05% | -9.4% |
| Q3 2022 | $451,000 | -11.0% | 9,363 | -9.1% | 0.05% | -10.2% |
| Q2 2022 | $507,000 | -0.6% | 10,300 | 0.0% | 0.06% | +18.0% |
| Q1 2022 | $510,000 | -2.7% | 10,300 | -0.0% | 0.05% | -2.0% |
| Q4 2021 | $524,000 | -51.5% | 10,301 | -51.2% | 0.05% | -57.5% |
| Q3 2021 | $1,080,000 | -61.2% | 21,097 | -61.2% | 0.12% | -61.3% |
| Q2 2021 | $2,787,000 | -2.5% | 54,410 | -2.4% | 0.31% | -6.3% |
| Q1 2021 | $2,859,000 | -33.4% | 55,729 | -33.3% | 0.33% | -39.3% |
| Q4 2020 | $4,295,000 | -54.8% | 83,573 | -54.7% | 0.54% | -58.4% |
| Q3 2020 | $9,494,000 | -16.5% | 184,355 | -16.3% | 1.31% | -19.2% |
| Q2 2020 | $11,370,000 | -7.5% | 220,230 | -7.4% | 1.62% | -12.1% |
| Q1 2020 | $12,298,000 | +4760.9% | 237,736 | +4650.9% | 1.84% | +5848.4% |
| Q4 2019 | $253,000 | -99.0% | 5,004 | -99.0% | 0.03% | -99.3% |
| Q4 2018 | $25,678,000 | +2831.3% | 514,481 | +2804.4% | 4.15% | +2976.3% |
| Q3 2018 | $876,000 | -24.4% | 17,714 | -24.0% | 0.14% | -28.2% |
| Q2 2018 | $1,159,000 | -42.9% | 23,308 | -42.8% | 0.19% | -45.3% |
| Q1 2018 | $2,030,000 | -18.4% | 40,734 | -18.1% | 0.34% | -16.7% |
| Q4 2017 | $2,489,000 | -90.9% | 49,751 | -90.8% | 0.41% | -92.2% |
| Q3 2017 | $27,237,000 | -0.7% | 540,409 | -0.6% | 5.32% | -6.4% |
| Q2 2017 | $27,419,000 | -2.7% | 543,822 | -2.6% | 5.69% | -0.3% |
| Q1 2017 | $28,169,000 | +2513.1% | 558,243 | +2510.4% | 5.70% | +2379.1% |
| Q4 2016 | $1,078,000 | -12.4% | 21,385 | -11.7% | 0.23% | -14.8% |
| Q3 2016 | $1,230,000 | -12.5% | 24,227 | -12.1% | 0.27% | -14.0% |
| Q2 2016 | $1,405,000 | -92.6% | 27,564 | -92.7% | 0.31% | -92.5% |
| Q1 2016 | $19,083,000 | -14.8% | 375,658 | -14.8% | 4.20% | -22.4% |
| Q3 2015 | $22,402,000 | – | 440,982 | – | 5.42% | – |
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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% |