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 | $280,051 | -9.7% | 5,848 | -9.4% | 0.13% | -9.9% |
| Q2 2023 | $310,212 | -8.3% | 6,455 | -6.9% | 0.14% | -18.5% |
| Q1 2023 | $338,272 | +54.7% | 6,933 | +52.9% | 0.17% | +47.9% |
| Q4 2022 | $218,681 | +3.2% | 4,533 | +3.3% | 0.12% | +1.7% |
| Q3 2022 | $212,000 | -59.1% | 4,388 | -56.9% | 0.12% | -48.7% |
| Q4 2021 | $518,000 | -5.3% | 10,192 | -4.5% | 0.22% | -12.5% |
| Q3 2021 | $547,000 | – | 10,677 | – | 0.26% | – |
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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% |