SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 518 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,750,610 | +3.7% | 42,687 | +9.1% | 0.07% | +6.5% |
| Q1 2024 | $1,688,867 | -0.9% | 39,130 | +3.7% | 0.06% | -4.6% |
| Q4 2023 | $1,704,435 | +6.7% | 37,751 | +13.7% | 0.06% | +1.6% |
| Q3 2023 | $1,597,739 | +0.6% | 33,189 | +1.3% | 0.06% | +3.2% |
| Q2 2023 | $1,588,238 | +0.3% | 32,757 | -0.0% | 0.06% | -28.7% |
| Q1 2023 | $1,584,185 | -0.3% | 32,768 | -3.3% | 0.09% | +10.1% |
| Q4 2022 | $1,589,261 | +1.5% | 33,900 | -2.6% | 0.08% | -3.7% |
| Q3 2022 | $1,566,000 | -7.9% | 34,798 | -6.4% | 0.08% | -6.8% |
| Q2 2022 | $1,701,000 | -2.1% | 37,179 | -1.8% | 0.09% | +6.0% |
| Q1 2022 | $1,738,000 | +7.8% | 37,860 | +14.6% | 0.08% | +10.7% |
| Q4 2021 | $1,612,000 | -1.6% | 33,031 | +3.1% | 0.08% | -8.5% |
| Q3 2021 | $1,639,000 | -0.6% | 32,027 | -0.5% | 0.08% | -5.7% |
| Q2 2021 | $1,649,000 | +13.1% | 32,203 | +13.4% | 0.09% | -3.3% |
| Q1 2021 | $1,458,000 | +3.3% | 28,407 | +3.4% | 0.09% | -11.8% |
| Q4 2020 | $1,412,000 | +39.1% | 27,471 | +39.5% | 0.10% | +10.9% |
| Q3 2020 | $1,015,000 | +21.7% | 19,696 | +22.0% | 0.09% | +3.4% |
| Q2 2020 | $834,000 | +0.5% | 16,148 | +0.6% | 0.09% | -21.2% |
| Q1 2020 | $830,000 | -15.7% | 16,050 | -17.7% | 0.11% | -6.6% |
| Q4 2019 | $984,000 | -0.2% | 19,496 | +0.0% | 0.12% | -13.6% |
| Q3 2019 | $986,000 | +7.1% | 19,492 | +7.0% | 0.14% | -2.1% |
| Q2 2019 | $921,000 | +6.1% | 18,211 | +5.3% | 0.14% | -7.1% |
| Q1 2019 | $868,000 | -2.5% | 17,300 | -3.0% | 0.15% | -18.5% |
| Q4 2018 | $890,000 | +3.0% | 17,844 | +2.4% | 0.19% | +5.6% |
| Q3 2018 | $864,000 | -10.2% | 17,428 | -9.9% | 0.18% | -27.8% |
| Q2 2018 | $962,000 | -14.3% | 19,344 | -14.1% | 0.25% | -62.1% |
| Q1 2018 | $1,122,000 | – | 22,521 | – | 0.66% | – |
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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% |