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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $442,892 | +2.2% | 9,202 | +2.4% | 0.21% | +1.5% |
| Q1 2024 | $433,215 | -2.1% | 8,986 | -1.6% | 0.20% | -12.9% |
| Q4 2023 | $442,639 | +1.0% | 9,136 | -0.2% | 0.23% | -13.4% |
| Q3 2023 | $438,241 | +0.4% | 9,151 | +0.7% | 0.27% | +2.7% |
| Q2 2023 | $436,673 | +1.8% | 9,086 | +3.4% | 0.26% | -4.4% |
| Q1 2023 | $428,815 | -5.5% | 8,789 | -6.6% | 0.27% | -11.6% |
| Q4 2022 | $453,794 | -34.9% | 9,407 | -34.8% | 0.31% | -43.0% |
| Q3 2022 | $697,000 | -4.8% | 14,436 | -2.9% | 0.54% | +3.2% |
| Q2 2022 | $732,000 | +77.7% | 14,872 | +78.9% | 0.53% | +101.1% |
| Q1 2022 | $412,000 | -12.7% | 8,312 | -10.4% | 0.26% | -9.7% |
| Q4 2021 | $472,000 | -0.2% | 9,281 | +0.1% | 0.29% | -6.1% |
| Q3 2021 | $473,000 | – | 9,276 | – | 0.31% | – |
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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% |