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 | $429,637 | -2.1% | 8,971 | -1.7% | 0.01% | 0.0% |
Q2 2023 | $438,659 | +51.6% | 9,127 | +53.9% | 0.01% | +25.0% |
Q1 2023 | $289,438 | +43.3% | 5,932 | +49.3% | 0.00% | -42.9% |
Q4 2021 | $202,000 | -11.8% | 3,974 | -10.9% | 0.01% | -36.4% |
Q4 2020 | $229,000 | +2762.5% | 4,460 | +2893.3% | 0.01% | – |
Q2 2020 | $8,000 | – | 149 | +3625.0% | 0.00% | – |
Q1 2020 | $0 | – | 4 | – | 0.00% | – |
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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% |