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 | $16,506,973 | +5.0% | 344,685 | +5.4% | 3.44% | +6.5% |
| Q2 2023 | $15,714,572 | +5.9% | 326,978 | +7.5% | 3.23% | -0.1% |
| Q1 2023 | $14,841,784 | +3.5% | 304,197 | +2.3% | 3.23% | -2.6% |
| Q4 2022 | $14,342,862 | +1.4% | 297,323 | +1.4% | 3.32% | -6.3% |
| Q3 2022 | $14,149,000 | -11.2% | 293,186 | -9.5% | 3.54% | -6.3% |
| Q2 2022 | $15,927,000 | -42.8% | 323,793 | -42.4% | 3.78% | -35.5% |
| Q1 2022 | $27,868,000 | +89.4% | 562,540 | +94.4% | 5.86% | +98.9% |
| Q4 2021 | $14,713,000 | +1.5% | 289,334 | +2.2% | 2.95% | -6.0% |
| Q3 2021 | $14,490,000 | +3.4% | 283,069 | +3.5% | 3.14% | -4.2% |
| Q2 2021 | $14,015,000 | +4.9% | 273,618 | +5.1% | 3.27% | -18.5% |
| Q1 2021 | $13,363,000 | +8.8% | 260,439 | +9.0% | 4.01% | -20.9% |
| Q4 2020 | $12,279,000 | -60.9% | 238,929 | -60.8% | 5.07% | -67.9% |
| Q3 2020 | $31,372,000 | +1.7% | 609,157 | +1.9% | 15.82% | -4.6% |
| Q2 2020 | $30,854,000 | +4.3% | 597,606 | +4.5% | 16.59% | -5.7% |
| Q1 2020 | $29,570,000 | +17.6% | 571,622 | +14.8% | 17.60% | +12.3% |
| Q4 2019 | $25,140,000 | – | 498,027 | – | 15.66% | – |
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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% |