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 | $1,399,528 | -28.3% | 29,223 | -28.1% | 0.02% | -28.6% |
| Q2 2023 | $1,952,154 | -10.6% | 40,619 | -9.2% | 0.04% | -14.6% |
| Q1 2023 | $2,183,064 | +10.7% | 44,744 | +9.5% | 0.04% | +2.5% |
| Q4 2022 | $1,971,375 | -9.5% | 40,865 | -9.5% | 0.04% | -16.7% |
| Q3 2022 | $2,179,000 | +43.1% | 45,145 | +45.8% | 0.05% | +50.0% |
| Q2 2022 | $1,523,000 | +20.3% | 30,954 | +21.1% | 0.03% | +45.5% |
| Q1 2022 | $1,266,000 | +8.0% | 25,564 | +10.9% | 0.02% | +4.8% |
| Q4 2021 | $1,172,000 | -16.6% | 23,056 | -16.1% | 0.02% | -16.0% |
| Q3 2021 | $1,406,000 | -22.8% | 27,471 | -22.7% | 0.02% | -28.6% |
| Q2 2021 | $1,821,000 | +23.4% | 35,545 | +23.6% | 0.04% | +6.1% |
| Q1 2021 | $1,476,000 | -4.3% | 28,760 | -4.2% | 0.03% | -10.8% |
| Q4 2020 | $1,543,000 | -9.7% | 30,035 | -9.5% | 0.04% | -28.8% |
| Q3 2020 | $1,709,000 | -59.5% | 33,178 | -59.4% | 0.05% | -63.9% |
| Q2 2020 | $4,216,000 | +297.0% | 81,650 | +288.2% | 0.14% | +396.6% |
| Q4 2019 | $1,062,000 | -11.6% | 21,035 | -11.5% | 0.03% | -32.6% |
| Q3 2019 | $1,202,000 | +11.9% | 23,765 | +12.1% | 0.04% | +7.5% |
| Q2 2019 | $1,074,000 | -94.8% | 21,205 | -94.9% | 0.04% | -95.4% |
| Q1 2019 | $20,785,000 | -56.2% | 414,118 | -56.5% | 0.88% | -58.2% |
| Q4 2018 | $47,505,000 | +1894.3% | 951,821 | +1880.6% | 2.10% | +2139.4% |
| Q3 2018 | $2,382,000 | -70.8% | 48,058 | -70.7% | 0.09% | -73.8% |
| Q2 2018 | $8,171,000 | +26.5% | 164,272 | +26.8% | 0.36% | +15.1% |
| Q1 2018 | $6,459,000 | +535.1% | 129,597 | +537.4% | 0.31% | +511.8% |
| Q4 2017 | $1,017,000 | +20.1% | 20,333 | +21.0% | 0.05% | +10.9% |
| Q3 2017 | $847,000 | +4.4% | 16,800 | +4.5% | 0.05% | -8.0% |
| Q2 2017 | $811,000 | +27.9% | 16,081 | +28.1% | 0.05% | +22.0% |
| Q1 2017 | $634,000 | -51.6% | 12,555 | -51.7% | 0.04% | -59.0% |
| Q4 2016 | $1,311,000 | +100.8% | 26,011 | +101.6% | 0.10% | +53.8% |
| Q2 2014 | $653,000 | -6.7% | 12,901 | -6.9% | 0.06% | -8.5% |
| Q1 2014 | $700,000 | -6.3% | 13,852 | -6.3% | 0.07% | -4.1% |
| Q4 2013 | $747,000 | – | 14,783 | – | 0.07% | – |
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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% |