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 | $456 | +17.2% | 9,511 | +19.2% | 0.19% | +8.0% |
Q1 2023 | $389 | +9.9% | 7,980 | +8.6% | 0.18% | +18.9% |
Q4 2022 | $354 | -99.9% | 7,346 | -4.3% | 0.15% | -14.9% |
Q3 2022 | $370,000 | -5.4% | 7,675 | -3.4% | 0.17% | 0.0% |
Q2 2022 | $391,000 | -2.5% | 7,947 | -1.7% | 0.17% | +4.8% |
Q1 2022 | $401,000 | -10.9% | 8,085 | -8.6% | 0.17% | +3.1% |
Q4 2021 | $450,000 | +43.8% | 8,845 | +44.9% | 0.16% | +21.1% |
Q3 2021 | $313,000 | +6.1% | 6,105 | +6.1% | 0.13% | -15.3% |
Q2 2021 | $295,000 | 0.0% | 5,752 | +0.1% | 0.16% | +12.1% |
Q1 2021 | $295,000 | 0.0% | 5,745 | 0.0% | 0.14% | -8.5% |
Q4 2020 | $295,000 | -0.3% | 5,745 | 0.0% | 0.15% | -8.4% |
Q3 2020 | $296,000 | -0.7% | 5,745 | -0.6% | 0.17% | -6.7% |
Q2 2020 | $298,000 | +13.7% | 5,780 | +14.1% | 0.18% | -2.7% |
Q1 2020 | $262,000 | -76.9% | 5,067 | -77.4% | 0.18% | -75.6% |
Q4 2019 | $1,133,000 | – | 22,453 | – | 0.76% | – |
Download |
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% |