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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $306,000 | -0.3% | 6,015 | +0.3% | 0.06% | -15.7% |
| Q3 2021 | $307,000 | -0.3% | 5,995 | -0.2% | 0.07% | 0.0% |
| Q2 2021 | $308,000 | +12.8% | 6,006 | +13.0% | 0.07% | +1.4% |
| Q1 2021 | $273,000 | -5.2% | 5,314 | -5.1% | 0.07% | -12.7% |
| Q4 2020 | $288,000 | +4.7% | 5,601 | +4.7% | 0.08% | +8.2% |
| Q3 2020 | $275,000 | -31.8% | 5,350 | -31.5% | 0.07% | -31.8% |
| Q2 2020 | $403,000 | +17.2% | 7,805 | +17.2% | 0.11% | -0.9% |
| Q1 2020 | $344,000 | -17.1% | 6,657 | -18.6% | 0.11% | +6.9% |
| Q4 2019 | $415,000 | +1.5% | 8,179 | +1.0% | 0.10% | +1.0% |
| Q3 2019 | $409,000 | +24.7% | 8,099 | +24.8% | 0.10% | +25.0% |
| Q2 2019 | $328,000 | +1.9% | 6,490 | +0.8% | 0.08% | -5.9% |
| Q1 2019 | $322,000 | +3.2% | 6,440 | +3.0% | 0.08% | -15.8% |
| Q4 2018 | $312,000 | – | 6,253 | – | 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% |