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 | $790,116 | -8.5% | 16,495 | -8.1% | 0.05% | -5.9% |
| Q2 2023 | $863,080 | -0.8% | 17,958 | +0.7% | 0.05% | -7.3% |
| Q1 2023 | $870,449 | +1.1% | 17,841 | +0.0% | 0.06% | -11.3% |
| Q4 2022 | $860,607 | +0.7% | 17,840 | +0.6% | 0.06% | -10.1% |
| Q3 2022 | $855,000 | -99.9% | 17,730 | +0.2% | 0.07% | +4.5% |
| Q2 2022 | $870,464,000 | +58008.4% | 17,695 | -41.5% | 0.07% | -34.0% |
| Q1 2022 | $1,498,000 | -5.1% | 30,239 | -2.6% | 0.10% | -2.9% |
| Q4 2021 | $1,578,000 | -0.8% | 31,047 | -0.1% | 0.10% | -8.8% |
| Q3 2021 | $1,591,000 | -2.8% | 31,089 | -2.8% | 0.11% | -13.7% |
| Q2 2021 | $1,637,000 | -16.0% | 31,971 | -15.8% | 0.13% | -19.6% |
| Q1 2021 | $1,949,000 | -8.3% | 37,985 | -8.2% | 0.16% | -30.3% |
| Q4 2020 | $2,126,000 | – | 41,375 | – | 0.23% | – |
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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% |