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 | $1,649,879 | -52.2% | 34,451 | -52.1% | 0.13% | -59.8% |
| Q2 2023 | $3,453,745 | +2.5% | 71,863 | +4.0% | 0.32% | +47.7% |
| Q1 2023 | $3,371,059 | +19.3% | 69,093 | +18.0% | 0.21% | -24.4% |
| Q4 2022 | $2,824,723 | +148.2% | 58,553 | +148.3% | 0.28% | +543.2% |
| Q3 2022 | $1,138,000 | +370.2% | 23,585 | +380.0% | 0.04% | +33.3% |
| Q2 2022 | $242,000 | -11.0% | 4,914 | -10.5% | 0.03% | +13.8% |
| Q1 2022 | $272,000 | +25.9% | 5,489 | +29.5% | 0.03% | +31.8% |
| Q4 2021 | $216,000 | +764.0% | 4,240 | +741.3% | 0.02% | +100.0% |
| Q4 2018 | $25,000 | – | 504 | – | 0.01% | – |
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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% |