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 | $8,872,903 | -3.0% | 185,277 | -2.7% | 1.14% | +7.4% |
| Q2 2023 | $9,147,946 | +0.2% | 190,344 | +1.7% | 1.06% | -8.5% |
| Q1 2023 | $9,133,289 | +3.6% | 187,196 | +2.4% | 1.16% | +0.2% |
| Q4 2022 | $8,815,278 | +5.6% | 182,738 | +5.7% | 1.16% | -7.6% |
| Q3 2022 | $8,347,000 | -4.8% | 172,961 | -3.0% | 1.26% | -1.4% |
| Q2 2022 | $8,772,000 | – | 178,338 | – | 1.27% | – |
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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% |