SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $84,933 | +36.4% | 1,762 | +37.1% | 0.02% | +4.2% |
| Q4 2023 | $62,269 | +2.1% | 1,285 | +0.9% | 0.02% | -11.1% |
| Q3 2023 | $60,981 | -37.5% | 1,273 | -37.3% | 0.03% | -28.9% |
| Q2 2023 | $97,600 | +41.5% | 2,031 | +43.7% | 0.04% | +11.8% |
| Q1 2023 | $68,952 | -6.3% | 1,413 | -7.4% | 0.03% | 0.0% |
| Q4 2022 | $73,612 | +0.8% | 1,526 | +0.4% | 0.03% | -8.1% |
| Q3 2022 | $73,000 | -2.7% | 1,520 | +0.3% | 0.04% | -2.6% |
| Q2 2022 | $75,000 | 0.0% | 1,516 | +0.1% | 0.04% | +15.2% |
| Q1 2022 | $75,000 | -2.6% | 1,515 | +0.1% | 0.03% | +6.5% |
| Q4 2021 | $77,000 | +18.5% | 1,514 | +18.6% | 0.03% | +3.3% |
| Q3 2021 | $65,000 | +47.7% | 1,277 | +47.3% | 0.03% | +50.0% |
| Q2 2021 | $44,000 | 0.0% | 867 | 0.0% | 0.02% | -9.1% |
| Q1 2021 | $44,000 | – | 867 | – | 0.02% | – |
Download | ||||||
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% |