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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,981,418 | -6.7% | 41,228 | -5.3% | 4.25% | -0.1% |
| Q1 2023 | $2,124,414 | +57.1% | 43,542 | +55.3% | 4.26% | +39.7% |
| Q4 2022 | $1,352,601 | -8.5% | 28,039 | -8.3% | 3.05% | -16.4% |
| Q3 2022 | $1,478,000 | +6.7% | 30,578 | +8.4% | 3.65% | +96.1% |
| Q2 2022 | $1,385,000 | +25.3% | 28,215 | +26.1% | 1.86% | +146.0% |
| Q1 2022 | $1,105,000 | +100.9% | 22,379 | +108.5% | 0.76% | +342.1% |
| Q1 2021 | $550,000 | -28.3% | 10,735 | -28.1% | 0.17% | -47.9% |
| Q4 2020 | $767,000 | -23.5% | 14,938 | -23.6% | 0.33% | -26.6% |
| Q3 2020 | $1,003,000 | +84.7% | 19,541 | +81.6% | 0.45% | +106.9% |
| Q3 2019 | $543,000 | +24.3% | 10,758 | +24.2% | 0.22% | +8.5% |
| Q2 2019 | $437,000 | – | 8,659 | – | 0.20% | – |
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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% |