SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,396 | +1.4% | 8,403 | +1.8% | 0.06% | +5.6% |
| Q2 2023 | $396,807 | +7.0% | 8,257 | +8.6% | 0.05% | -3.6% |
| Q1 2023 | $370,975 | -96.7% | 7,604 | -96.8% | 0.06% | -96.4% |
| Q3 2022 | $11,362,000 | +1778.0% | 235,444 | +1812.0% | 1.56% | +1164.2% |
| Q2 2022 | $605,000 | +181.4% | 12,314 | +183.3% | 0.12% | +241.7% |
| Q1 2022 | $215,000 | +2.9% | 4,346 | +5.8% | 0.04% | +5.9% |
| Q4 2021 | $209,000 | -3.7% | 4,109 | -2.9% | 0.03% | -19.0% |
| Q2 2021 | $217,000 | -94.3% | 4,230 | -94.4% | 0.04% | -98.0% |
| Q4 2018 | $3,800,000 | +924.3% | 76,147 | +922.5% | 2.05% | +571.8% |
| Q1 2018 | $371,000 | – | 7,447 | – | 0.30% | – |
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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% |