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 | $587,658 | +1.6% | 12,271 | +2.0% | 0.35% | +3.9% |
| Q2 2023 | $578,450 | -1.2% | 12,036 | +0.3% | 0.34% | -7.2% |
| Q1 2023 | $585,285 | +22.4% | 11,996 | +21.0% | 0.36% | +11.0% |
| Q4 2022 | $478,107 | +59.9% | 9,911 | +60.0% | 0.33% | +58.3% |
| Q3 2022 | $299,000 | -62.4% | 6,196 | -61.7% | 0.21% | -63.6% |
| Q2 2022 | $795,000 | -29.3% | 16,161 | -28.7% | 0.57% | -20.6% |
| Q1 2022 | $1,124,000 | +453.7% | 22,681 | +467.0% | 0.71% | +470.4% |
| Q4 2021 | $203,000 | -1.0% | 4,000 | 0.0% | 0.12% | -7.4% |
| Q3 2021 | $205,000 | -4.2% | 4,000 | -4.1% | 0.14% | +2.3% |
| Q2 2021 | $214,000 | -88.8% | 4,173 | -88.7% | 0.13% | -91.6% |
| Q2 2020 | $1,908,000 | +14.3% | 36,954 | +11.8% | 1.58% | -8.2% |
| Q4 2019 | $1,669,000 | – | 33,065 | – | 1.72% | – |
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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% |