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 | $466,684 | +13.4% | 9,745 | +13.8% | 0.11% | +14.0% |
| Q2 2023 | $411,682 | -6.6% | 8,566 | -5.1% | 0.10% | -10.7% |
| Q1 2023 | $440,941 | -7.1% | 9,023 | -8.3% | 0.11% | -24.8% |
| Q4 2022 | $474,520 | -38.9% | 9,837 | -38.8% | 0.15% | -45.0% |
| Q3 2022 | $776,000 | -28.5% | 16,082 | -27.1% | 0.27% | -25.8% |
| Q2 2022 | $1,085,000 | -1.4% | 22,055 | -0.7% | 0.36% | -2.1% |
| Q1 2022 | $1,100,000 | -8.3% | 22,202 | -5.8% | 0.37% | -1.1% |
| Q4 2021 | $1,199,000 | -13.2% | 23,581 | -12.7% | 0.38% | -19.8% |
| Q3 2021 | $1,382,000 | -4.7% | 26,996 | -4.7% | 0.47% | -7.5% |
| Q2 2021 | $1,450,000 | -95.3% | 28,314 | -92.9% | 0.51% | -95.5% |
| Q1 2021 | $30,564,000 | +317.9% | 398,223 | +179.8% | 11.21% | +319.1% |
| Q4 2020 | $7,313,000 | +5.0% | 142,303 | +5.2% | 2.68% | -0.6% |
| Q3 2020 | $6,965,000 | +21.5% | 135,241 | +21.8% | 2.69% | +12.4% |
| Q2 2020 | $5,731,000 | +21.0% | 111,004 | +21.3% | 2.39% | +4.0% |
| Q1 2020 | $4,735,000 | +109.2% | 91,534 | +104.2% | 2.30% | +56.6% |
| Q4 2019 | $2,263,000 | – | 44,833 | – | 1.47% | – |
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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% |