SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $505 | +58.3% | 10,553 | +61.4% | 0.41% | +185.9% |
| Q1 2023 | $319 | -55.5% | 6,537 | -56.0% | 0.14% | -45.4% |
| Q4 2022 | $717 | -99.7% | 14,869 | +238.0% | 0.26% | +288.1% |
| Q1 2022 | $218,000 | -50.8% | 4,399 | -49.5% | 0.07% | -15.2% |
| Q4 2021 | $443,000 | -25.7% | 8,707 | -25.3% | 0.08% | -57.1% |
| Q3 2021 | $596,000 | +101.4% | 11,652 | +101.4% | 0.18% | +201.6% |
| Q2 2021 | $296,000 | -96.8% | 5,786 | -96.8% | 0.06% | -97.5% |
| Q1 2021 | $9,200,000 | +16.1% | 179,306 | +16.3% | 2.40% | +25.5% |
| Q4 2020 | $7,921,000 | +2708.9% | 154,130 | +2712.6% | 1.91% | +242.1% |
| Q3 2020 | $282,000 | – | 5,480 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,355,672 | $66,143,249 | 21.28% |
| Morningstar Investment Management LLC | 2,060,262 | $100,520 | 14.98% |
| Edgehill Endowment Partners, LLC | 1,259,008 | $61,427,003 | 12.27% |
| FLC Capital Advisors | 675,279 | $32,946,846 | 10.08% |
| Northeast Financial Group, Inc. | 285,137 | $13,859,334 | 10.00% |
| Altiora Financial Group, LLC | 439,503 | $21,443,335 | 9.89% |
| United Capital Management of KS, Inc. | 520,018 | $25,371,654 | 9.45% |
| Bell Investment Advisors, Inc | 825,770 | $40,289,336 | 9.43% |
| LOWERY THOMAS, LLC | 175,148 | $8,545,494 | 9.42% |
| Passive Capital Management, LLC. | 438,663 | $21,402,346 | 9.34% |