SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $10,372 | -99.9% | 215,000 | 0.0% | 0.42% | -21.2% |
Q3 2022 | $10,376,000 | -85.9% | 215,000 | -85.6% | 0.54% | -79.5% |
Q2 2022 | $73,537,000 | -0.7% | 1,494,950 | 0.0% | 2.62% | -14.5% |
Q1 2022 | $74,060,000 | +109.6% | 1,494,950 | +115.1% | 3.06% | +245.5% |
Q4 2021 | $35,338,000 | -0.7% | 694,950 | 0.0% | 0.89% | +20.4% |
Q3 2021 | $35,574,000 | +531.6% | 694,950 | +532.1% | 0.74% | +336.1% |
Q2 2021 | $5,632,000 | -0.2% | 109,950 | 0.0% | 0.17% | -20.3% |
Q1 2021 | $5,642,000 | – | 109,950 | – | 0.21% | – |
Download |
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% |