SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 523 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $216,794 | -2.0% | 4,463 | -2.1% | 0.06% | +3.5% |
| Q4 2022 | $221,185 | -30.2% | 4,557 | -30.9% | 0.06% | -27.8% |
| Q3 2022 | $317,000 | +6.4% | 6,591 | +8.7% | 0.08% | +31.7% |
| Q2 2022 | $298,000 | +14.6% | 6,064 | +17.7% | 0.06% | +46.3% |
| Q4 2021 | $260,000 | -28.6% | 5,151 | -27.6% | 0.04% | -29.3% |
| Q3 2021 | $364,000 | -27.2% | 7,115 | -27.2% | 0.06% | -28.4% |
| Q2 2021 | $500,000 | -26.7% | 9,768 | -26.6% | 0.08% | -31.9% |
| Q1 2021 | $682,000 | +35.9% | 13,301 | +35.9% | 0.12% | +26.6% |
| Q4 2020 | $502,000 | – | 9,786 | – | 0.09% | – |
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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% |