SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $567,012 | -67.6% | 11,798 | -67.1% | 0.35% | -68.5% |
| Q1 2023 | $1,751,150 | -31.6% | 35,892 | -32.4% | 1.12% | -38.8% |
| Q4 2022 | $2,560,415 | -11.4% | 53,077 | -11.3% | 1.82% | -23.6% |
| Q3 2022 | $2,889,000 | +4.9% | 59,858 | +6.9% | 2.39% | -0.8% |
| Q2 2022 | $2,754,000 | -22.9% | 55,986 | -22.3% | 2.41% | -15.7% |
| Q1 2022 | $3,572,000 | +5.7% | 72,095 | +8.5% | 2.86% | +12.7% |
| Q4 2021 | $3,379,000 | +10.0% | 66,444 | +10.7% | 2.53% | -0.7% |
| Q3 2021 | $3,073,000 | +14.5% | 60,030 | +14.6% | 2.55% | +15.4% |
| Q2 2021 | $2,683,000 | +3.8% | 52,383 | +4.0% | 2.21% | -7.4% |
| Q1 2021 | $2,584,000 | +40.4% | 50,355 | +40.6% | 2.39% | +13.7% |
| Q4 2020 | $1,841,000 | – | 35,827 | – | 2.10% | – |
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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% |