SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 559 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $433 | -96.5% | 9 | -96.5% | 0.00% | – |
| Q1 2024 | $12,307 | +153.3% | 255 | +155.0% | 0.00% | – |
| Q4 2023 | $4,858 | +86.9% | 100 | +85.2% | 0.00% | – |
| Q3 2023 | $2,599 | -0.3% | 54 | 0.0% | 0.00% | – |
| Q2 2023 | $2,608 | -67.1% | 54 | -66.7% | 0.00% | – |
| Q1 2023 | $7,917 | +51.6% | 162 | +50.0% | 0.00% | – |
| Q4 2022 | $5,223 | +30.6% | 108 | +38.5% | 0.00% | – |
| Q3 2022 | $4,000 | – | 78 | – | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $32,000 | 0.0% | 625 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $32,000 | 0.0% | 625 | 0.0% | 0.00% | +100.0% |
| Q4 2019 | $32,000 | 0.0% | 625 | 0.0% | 0.00% | -50.0% |
| Q3 2019 | $32,000 | 0.0% | 625 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $32,000 | +3.2% | 625 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $31,000 | -32.6% | 625 | -32.4% | 0.00% | -33.3% |
| Q4 2018 | $46,000 | – | 925 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,340,809 | $64,439,279 | 19.08% |
| Morningstar Investment Management LLC | 1,809,885 | $86,983 | 11.79% |
| Northeast Financial Group, Inc. | 339,823 | $16,331,823 | 10.47% |
| Greenline Partners, LLC | 1,042,786 | $53,955,154 | 10.09% |
| FLC Capital Advisors | 713,899 | $34,309,970 | 10.04% |
| Altiora Financial Group, LLC | 442,282 | $21,256,078 | 9.34% |
| Bell Investment Advisors, Inc | 854,343 | $41,059,705 | 9.11% |
| LOWERY THOMAS, LLC | 187,574 | $9,014,826 | 8.86% |
| Comprehensive Wealth Management, LLC | 211,208 | $10,150,656 | 8.79% |
| United Capital Management of KS, Inc. | 566,358 | $27,219,167 | 8.72% |