SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $67,000 | -4.3% | 1,362 | -3.5% | 0.04% | +18.4% |
| Q1 2022 | $70,000 | -4.1% | 1,412 | -0.8% | 0.04% | +31.0% |
| Q3 2021 | $73,000 | 0.0% | 1,424 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $73,000 | -8.8% | 1,424 | -8.3% | 0.03% | -17.1% |
| Q1 2021 | $80,000 | 0.0% | 1,553 | 0.0% | 0.04% | +2.9% |
| Q4 2020 | $80,000 | -11.1% | 1,553 | -11.3% | 0.03% | -22.7% |
| Q3 2020 | $90,000 | 0.0% | 1,750 | 0.0% | 0.04% | -13.7% |
| Q2 2020 | $90,000 | -30.2% | 1,750 | -30.1% | 0.05% | -53.6% |
| Q1 2020 | $129,000 | -17.3% | 2,502 | -18.9% | 0.11% | -14.1% |
| Q4 2019 | $156,000 | – | 3,085 | – | 0.13% | – |
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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% |