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 | $702,978 | -0.4% | 14,679 | -0.1% | 0.17% | -5.5% |
| Q2 2023 | $706,002 | -25.0% | 14,690 | -23.8% | 0.18% | -31.8% |
| Q1 2023 | $940,818 | +25.9% | 19,283 | +24.5% | 0.27% | +21.9% |
| Q4 2022 | $747,045 | -0.4% | 15,486 | -0.4% | 0.22% | -0.5% |
| Q3 2022 | $750,000 | -58.4% | 15,546 | -57.6% | 0.22% | -55.8% |
| Q2 2022 | $1,804,000 | +27.0% | 36,668 | +27.9% | 0.50% | +79.1% |
| Q1 2022 | $1,420,000 | -32.6% | 28,673 | -30.8% | 0.28% | -28.5% |
| Q4 2021 | $2,106,000 | -22.2% | 41,417 | -21.7% | 0.39% | -27.7% |
| Q3 2021 | $2,706,000 | +0.3% | 52,866 | +0.3% | 0.54% | -1.5% |
| Q2 2021 | $2,699,000 | -24.1% | 52,689 | -24.0% | 0.55% | -28.2% |
| Q1 2021 | $3,555,000 | -15.8% | 69,287 | -15.7% | 0.76% | -16.3% |
| Q4 2020 | $4,223,000 | -32.2% | 82,178 | -32.0% | 0.91% | -16.6% |
| Q3 2020 | $6,226,000 | +65.5% | 120,896 | +65.9% | 1.09% | +32.8% |
| Q2 2020 | $3,762,000 | -1.3% | 72,870 | -1.1% | 0.82% | -19.8% |
| Q1 2020 | $3,811,000 | -0.4% | 73,671 | -2.8% | 1.02% | +27.1% |
| Q4 2019 | $3,827,000 | – | 75,807 | – | 0.80% | – |
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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% |