SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 453 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,006,000 | -0.1% | 41,559 | +1.8% | 0.09% | +1.2% |
| Q2 2022 | $2,008,000 | -5.3% | 40,821 | -4.7% | 0.08% | +3.7% |
| Q1 2022 | $2,121,000 | -3.2% | 42,817 | -0.6% | 0.08% | -20.4% |
| Q4 2021 | $2,190,000 | -19.5% | 43,077 | -18.9% | 0.10% | -22.6% |
| Q3 2021 | $2,719,000 | -11.0% | 53,111 | -10.9% | 0.13% | -3.6% |
| Q2 2021 | $3,054,000 | -33.2% | 59,626 | -33.1% | 0.14% | -42.0% |
| Q1 2021 | $4,570,000 | +1.4% | 89,069 | +1.5% | 0.24% | -1.2% |
| Q4 2020 | $4,509,000 | +311.0% | 87,737 | +313.6% | 0.24% | +143.4% |
| Q1 2020 | $1,097,000 | +39.9% | 21,211 | +36.6% | 0.10% | +76.8% |
| Q4 2019 | $784,000 | -99.8% | 15,529 | +54.4% | 0.06% | -76.3% |
| Q4 2014 | $508,683,000 | -5.5% | 10,057 | -5.5% | 0.24% | -16.0% |
| Q3 2014 | $538,065,000 | -1.9% | 10,640 | -1.8% | 0.28% | +4.1% |
| Q2 2014 | $548,721,000 | – | 10,840 | – | 0.27% | – |
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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% |