SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $742,790 | +17.3% | 15,510 | +17.7% | 0.06% | +16.7% |
| Q2 2023 | $633,465 | +60.1% | 13,181 | +62.5% | 0.05% | +45.9% |
| Q1 2023 | $395,751 | +13.7% | 8,111 | +12.4% | 0.04% | +85.0% |
| Q3 2022 | $348,000 | -5.2% | 7,214 | -3.7% | 0.02% | -4.8% |
| Q2 2022 | $367,000 | -3.7% | 7,492 | -2.6% | 0.02% | +16.7% |
| Q1 2022 | $381,000 | +78.0% | 7,690 | +85.7% | 0.02% | -63.3% |
| Q1 2020 | $214,000 | -0.9% | 4,142 | -3.2% | 0.05% | +48.5% |
| Q4 2019 | $216,000 | -6.9% | 4,277 | -6.6% | 0.03% | -31.2% |
| Q3 2019 | $232,000 | 0.0% | 4,577 | 0.0% | 0.05% | +60.0% |
| Q2 2019 | $232,000 | +0.4% | 4,577 | 0.0% | 0.03% | -41.2% |
| Q1 2019 | $231,000 | +1.3% | 4,577 | 0.0% | 0.05% | -16.4% |
| Q4 2018 | $228,000 | – | 4,577 | – | 0.06% | – |
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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% |