SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 568 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $716,182 | -4.3% | 14,880 | -4.1% | 0.05% | -1.9% |
| Q1 2024 | $748,375 | -2.5% | 15,523 | -2.1% | 0.05% | -18.8% |
| Q4 2023 | $767,934 | -5.4% | 15,850 | -6.5% | 0.06% | -16.9% |
| Q3 2023 | $811,600 | -3.8% | 16,947 | -3.5% | 0.08% | +18.5% |
| Q2 2023 | $843,952 | +11.1% | 17,560 | +12.8% | 0.06% | +1.6% |
| Q1 2023 | $759,413 | +92173.8% | 15,565 | -8.7% | 0.06% | -13.5% |
| Q4 2022 | $823 | -99.9% | 17,057 | +5.4% | 0.07% | -5.1% |
| Q3 2022 | $781,000 | -51.9% | 16,177 | -51.0% | 0.08% | -51.9% |
| Q2 2022 | $1,623,000 | +1.1% | 32,994 | +4.5% | 0.16% | +27.6% |
| Q1 2022 | $1,606,000 | 0.0% | 31,581 | 0.0% | 0.13% | 0.0% |
| Q4 2021 | $1,606,000 | -52.0% | 31,581 | -51.6% | 0.13% | -57.5% |
| Q3 2021 | $3,343,000 | -43.7% | 65,307 | -43.7% | 0.30% | -43.9% |
| Q2 2021 | $5,937,000 | -32.6% | 115,914 | -32.5% | 0.53% | -38.2% |
| Q1 2021 | $8,807,000 | -6.6% | 171,639 | -6.5% | 0.86% | -15.1% |
| Q4 2020 | $9,431,000 | -2.5% | 183,519 | -2.3% | 1.02% | -18.2% |
| Q3 2020 | $9,671,000 | -28.8% | 187,784 | -28.6% | 1.24% | -34.8% |
| Q2 2020 | $13,585,000 | – | 263,123 | – | 1.90% | – |
Download | ||||||
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% |