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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $146,784 | +1.4% | 3,065 | +1.8% | 0.07% | +4.6% |
| Q2 2023 | $144,776 | -19.3% | 3,012 | -18.1% | 0.06% | -25.3% |
| Q1 2023 | $179,445 | +12.1% | 3,678 | +10.8% | 0.09% | +6.1% |
| Q4 2022 | $160,126 | -8.0% | 3,319 | -7.8% | 0.08% | -12.8% |
| Q3 2022 | $174,000 | +8.1% | 3,601 | +10.0% | 0.09% | +10.6% |
| Q2 2022 | $161,000 | -13.0% | 3,273 | -12.3% | 0.08% | 0.0% |
| Q1 2022 | $185,000 | -2.1% | 3,732 | +0.5% | 0.08% | 0.0% |
| Q4 2021 | $189,000 | -0.5% | 3,714 | +0.2% | 0.08% | -9.6% |
| Q3 2021 | $190,000 | +8.6% | 3,705 | +8.5% | 0.09% | +5.6% |
| Q2 2021 | $175,000 | +10.1% | 3,415 | +10.3% | 0.09% | +1.1% |
| Q1 2021 | $159,000 | -1.9% | 3,096 | -2.1% | 0.09% | -7.4% |
| Q4 2020 | $162,000 | +15.7% | 3,162 | +16.3% | 0.10% | +2.2% |
| Q3 2020 | $140,000 | +3.7% | 2,718 | +4.2% | 0.09% | -6.1% |
| Q2 2020 | $135,000 | +0.7% | 2,608 | +0.8% | 0.10% | -15.4% |
| Q1 2020 | $134,000 | +1.5% | 2,587 | -1.3% | 0.12% | +24.5% |
| Q4 2019 | $132,000 | – | 2,621 | – | 0.09% | – |
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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% |