SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,285,707 | +14.7% | 5,610 | -75.2% | 0.00% | -82.4% |
| Q1 2022 | $1,121,000 | -28.0% | 22,632 | -26.1% | 0.02% | -29.2% |
| Q4 2021 | $1,557,000 | -37.6% | 30,629 | -37.2% | 0.02% | -56.4% |
| Q3 2021 | $2,495,000 | -4.9% | 48,749 | -4.8% | 0.06% | -3.5% |
| Q2 2021 | $2,623,000 | -1.8% | 51,202 | -1.6% | 0.06% | -9.5% |
| Q1 2021 | $2,670,000 | -10.6% | 52,040 | -10.4% | 0.06% | -34.4% |
| Q4 2020 | $2,986,000 | – | 58,102 | – | 0.10% | – |
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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% |