SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $718,670 | +1.9% | 15,038 | +2.5% | 0.32% | +1.9% |
| Q2 2023 | $705,088 | -3.3% | 14,671 | -1.8% | 0.31% | -7.2% |
| Q1 2023 | $728,828 | +0.9% | 14,935 | -0.1% | 0.33% | -4.3% |
| Q4 2022 | $722,129 | -47.4% | 14,954 | -47.5% | 0.35% | -48.3% |
| Q3 2022 | $1,373,000 | -7.4% | 28,498 | -5.7% | 0.68% | +4.5% |
| Q2 2022 | $1,483,000 | -2.0% | 30,224 | -1.4% | 0.65% | +8.9% |
| Q1 2022 | $1,514,000 | -44.4% | 30,649 | -42.8% | 0.59% | -39.6% |
| Q4 2021 | $2,722,000 | +14.4% | 53,584 | +15.2% | 0.98% | +4.1% |
| Q3 2021 | $2,380,000 | – | 46,494 | – | 0.94% | – |
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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% |