SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 471 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $264,842 | -5.1% | 5,490 | -5.5% | 0.03% | -8.6% |
Q3 2022 | $279,000 | -2.8% | 5,811 | -0.5% | 0.04% | -14.6% |
Q2 2022 | $287,000 | +0.3% | 5,843 | +1.4% | 0.04% | -2.4% |
Q1 2022 | $286,000 | -2.1% | 5,763 | +0.3% | 0.04% | -12.5% |
Q4 2021 | $292,000 | -0.7% | 5,746 | -0.1% | 0.05% | -9.4% |
Q3 2021 | $294,000 | +10.1% | 5,750 | +10.4% | 0.05% | -14.5% |
Q2 2021 | $267,000 | -3.6% | 5,208 | -3.5% | 0.06% | -50.0% |
Q1 2021 | $277,000 | -4.5% | 5,395 | -4.4% | 0.12% | -50.2% |
Q4 2020 | $290,000 | -0.3% | 5,643 | -0.0% | 0.25% | +6.9% |
Q3 2020 | $291,000 | – | 5,644 | – | 0.23% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pacific Sage Partners, LLC | 1,340,809 | $64,439,279 | 19.08% |
Morningstar Investment Management LLC | 1,809,885 | $86,983 | 11.79% |
Northeast Financial Group, Inc. | 339,823 | $16,331,823 | 10.47% |
Greenline Partners, LLC | 1,042,786 | $53,955,154 | 10.09% |
FLC Capital Advisors | 713,899 | $34,309,970 | 10.04% |
Altiora Financial Group, LLC | 442,282 | $21,256,078 | 9.34% |
Bell Investment Advisors, Inc | 854,343 | $41,059,705 | 9.11% |
LOWERY THOMAS, LLC | 187,574 | $9,014,826 | 8.86% |
Comprehensive Wealth Management, LLC | 211,208 | $10,150,656 | 8.79% |
United Capital Management of KS, Inc. | 566,358 | $27,219,167 | 8.72% |