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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $301,391 | -0.8% | 6,262 | -0.6% | 0.06% | 0.0% |
| Q1 2024 | $303,772 | -0.5% | 6,301 | 0.0% | 0.06% | -8.1% |
| Q4 2023 | $305,284 | -25.9% | 6,301 | -26.8% | 0.06% | -34.0% |
| Q3 2023 | $412,046 | -12.8% | 8,604 | -12.4% | 0.09% | -11.3% |
| Q2 2023 | $472,286 | -1.0% | 9,827 | +0.5% | 0.11% | -5.4% |
| Q1 2023 | $477,264 | -32.3% | 9,782 | -33.1% | 0.11% | -38.8% |
| Q4 2022 | $705,365 | +57.4% | 14,622 | +57.6% | 0.18% | +51.2% |
| Q3 2022 | $448,000 | -41.1% | 9,277 | -40.0% | 0.12% | -32.0% |
| Q2 2022 | $761,000 | -28.1% | 15,463 | -27.7% | 0.18% | -17.6% |
| Q1 2022 | $1,059,000 | -15.3% | 21,375 | -13.1% | 0.22% | -15.0% |
| Q4 2021 | $1,250,000 | -38.6% | 24,585 | -38.2% | 0.25% | -42.7% |
| Q3 2021 | $2,036,000 | -6.3% | 39,771 | -6.2% | 0.44% | -9.8% |
| Q2 2021 | $2,172,000 | -1.4% | 42,397 | -1.3% | 0.49% | -8.2% |
| Q1 2021 | $2,203,000 | -2.5% | 42,938 | -2.4% | 0.54% | -6.0% |
| Q4 2020 | $2,260,000 | -0.6% | 43,973 | -0.4% | 0.57% | -11.0% |
| Q3 2020 | $2,273,000 | +2.8% | 44,145 | +3.0% | 0.64% | -8.5% |
| Q2 2020 | $2,212,000 | – | 42,842 | – | 0.70% | – |
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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% |