SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $133 | -99.9% | 2,758 | +0.8% | 0.08% | -7.7% |
| Q3 2022 | $132,000 | -1.5% | 2,737 | +0.3% | 0.09% | 0.0% |
| Q2 2022 | $134,000 | -0.7% | 2,728 | +0.2% | 0.09% | +12.3% |
| Q1 2022 | $135,000 | -2.2% | 2,723 | +0.1% | 0.08% | +2.5% |
| Q4 2021 | $138,000 | -0.7% | 2,721 | +0.1% | 0.08% | -7.1% |
| Q3 2021 | $139,000 | 0.0% | 2,719 | +0.2% | 0.08% | -2.3% |
| Q2 2021 | $139,000 | 0.0% | 2,713 | 0.0% | 0.09% | -6.5% |
| Q1 2021 | $139,000 | 0.0% | 2,713 | +0.1% | 0.09% | -7.9% |
| Q4 2020 | $139,000 | 0.0% | 2,710 | +0.3% | 0.10% | -16.5% |
| Q3 2020 | $139,000 | 0.0% | 2,703 | +0.3% | 0.12% | -4.0% |
| Q2 2020 | $139,000 | 0.0% | 2,695 | +0.4% | 0.13% | -9.4% |
| Q1 2020 | $139,000 | +3.0% | 2,685 | +0.3% | 0.14% | +35.0% |
| Q4 2019 | $135,000 | +0.7% | 2,676 | +0.7% | 0.10% | -6.4% |
| Q3 2019 | $134,000 | 0.0% | 2,657 | +0.6% | 0.11% | -2.7% |
| Q2 2019 | $134,000 | +1.5% | 2,642 | +0.6% | 0.11% | 0.0% |
| Q1 2019 | $132,000 | +0.8% | 2,626 | +0.4% | 0.11% | -11.0% |
| Q4 2018 | $131,000 | +1.6% | 2,616 | +0.7% | 0.13% | +12.4% |
| Q3 2018 | $129,000 | +5.7% | 2,598 | +6.1% | 0.11% | +2.7% |
| Q2 2018 | $122,000 | 0.0% | 2,449 | +0.4% | 0.11% | -0.9% |
| Q1 2018 | $122,000 | +7.0% | 2,440 | +7.5% | 0.11% | +15.6% |
| Q4 2017 | $114,000 | – | 2,270 | – | 0.10% | – |
Download | ||||||
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% |