SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 471 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $260,563 | -96.0% | 5,414 | -95.9% | 0.01% | -98.1% |
| Q1 2022 | $6,519,000 | +1752.0% | 131,589 | +1800.2% | 0.42% | +1633.3% |
| Q4 2021 | $352,000 | -1.7% | 6,925 | -0.7% | 0.02% | -38.5% |
| Q1 2021 | $358,000 | +1.4% | 6,973 | +1.4% | 0.04% | -15.2% |
| Q4 2020 | $353,000 | -0.3% | 6,875 | 0.0% | 0.05% | -8.0% |
| Q3 2020 | $354,000 | -5.6% | 6,875 | -5.3% | 0.05% | -13.8% |
| Q2 2020 | $375,000 | – | 7,260 | – | 0.06% | – |
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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% |