SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $502,000 | -10.4% | 10,408 | -8.5% | 0.08% | -4.5% |
| Q2 2022 | $560,000 | -9.5% | 11,375 | -9.0% | 0.09% | +15.8% |
| Q1 2022 | $619,000 | -14.4% | 12,506 | -12.1% | 0.08% | -10.6% |
| Q4 2021 | $723,000 | +4.6% | 14,226 | +5.3% | 0.08% | -10.5% |
| Q3 2021 | $691,000 | -10.7% | 13,505 | -10.7% | 0.10% | -11.2% |
| Q2 2021 | $774,000 | -3.2% | 15,118 | -3.1% | 0.11% | -14.4% |
| Q1 2021 | $800,000 | -4.3% | 15,594 | -4.1% | 0.12% | -9.4% |
| Q4 2020 | $836,000 | -1.8% | 16,263 | -1.6% | 0.14% | -12.7% |
| Q3 2020 | $851,000 | -0.4% | 16,530 | -0.1% | 0.16% | -11.7% |
| Q2 2020 | $854,000 | +1.9% | 16,540 | +2.2% | 0.18% | -19.7% |
| Q1 2020 | $838,000 | +7.3% | 16,190 | +4.7% | 0.22% | +24.6% |
| Q4 2019 | $781,000 | -3.5% | 15,469 | -3.3% | 0.18% | -10.9% |
| Q3 2019 | $809,000 | +10.5% | 15,989 | +10.5% | 0.20% | +2.6% |
| Q2 2019 | $732,000 | -11.3% | 14,465 | -12.0% | 0.20% | -12.9% |
| Q1 2019 | $825,000 | +61.8% | 16,433 | +60.8% | 0.22% | +43.3% |
| Q4 2018 | $510,000 | +111.6% | 10,222 | +110.6% | 0.16% | +109.3% |
| Q3 2018 | $241,000 | +24.9% | 4,853 | +24.8% | 0.08% | +13.6% |
| Q2 2018 | $193,000 | +2.1% | 3,890 | +2.4% | 0.07% | +1.5% |
| Q1 2018 | $189,000 | +68.8% | 3,797 | +69.9% | 0.06% | +66.7% |
| Q4 2017 | $112,000 | +14.3% | 2,235 | +15.3% | 0.04% | +5.4% |
| Q3 2017 | $98,000 | +30.7% | 1,939 | +30.7% | 0.04% | +19.4% |
| Q2 2017 | $75,000 | 0.0% | 1,483 | -0.5% | 0.03% | -6.1% |
| Q1 2017 | $75,000 | +1.4% | 1,490 | +1.4% | 0.03% | -10.8% |
| Q4 2016 | $74,000 | +236.4% | 1,470 | +241.9% | 0.04% | +236.4% |
| Q3 2016 | $22,000 | +144.4% | 430 | +137.6% | 0.01% | +120.0% |
| Q2 2016 | $9,000 | +12.5% | 181 | +2.8% | 0.01% | 0.0% |
| Q1 2016 | $8,000 | +14.3% | 176 | +25.7% | 0.01% | +25.0% |
| Q4 2015 | $7,000 | +16.7% | 140 | +13.8% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | – | 123 | – | 0.00% | – |
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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% |