SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 471 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $397,991 | +2.7% | 8,269 | +2.8% | 0.25% | -2.7% |
| Q1 2024 | $387,701 | +25.3% | 8,042 | +26.0% | 0.26% | +8.5% |
| Q4 2023 | $309,358 | +21.0% | 6,385 | +19.6% | 0.24% | -1.7% |
| Q3 2023 | $255,749 | -44.2% | 5,340 | -43.1% | 0.24% | -47.5% |
| Q2 2023 | $458,009 | +0.0% | 9,387 | 0.0% | 0.46% | -2.8% |
| Q1 2023 | $458,008 | -11.0% | 9,387 | -12.0% | 0.47% | -15.7% |
| Q4 2022 | $514,535 | +0.1% | 10,666 | +0.2% | 0.56% | -8.1% |
| Q3 2022 | $514,000 | -17.9% | 10,646 | -16.3% | 0.60% | -1.1% |
| Q2 2022 | $626,000 | -1.1% | 12,723 | -0.5% | 0.61% | +15.9% |
| Q1 2022 | $633,000 | -2.5% | 12,785 | 0.0% | 0.53% | -9.3% |
| Q4 2021 | $649,000 | -0.8% | 12,785 | +0.0% | 0.58% | +6.8% |
| Q3 2021 | $654,000 | -6.4% | 12,784 | -6.3% | 0.54% | -5.9% |
| Q2 2021 | $699,000 | -0.1% | 13,639 | +0.0% | 0.58% | -10.7% |
| Q1 2021 | $700,000 | -0.1% | 13,638 | +0.0% | 0.65% | -6.4% |
| Q4 2020 | $701,000 | – | 13,636 | – | 0.69% | – |
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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% |