SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,384,739 | -5.7% | 28,915 | -5.4% | 1.30% | -11.7% |
| Q2 2023 | $1,468,810 | +1.8% | 30,562 | -48.4% | 1.47% | +0.8% |
| Q1 2023 | $1,443,445 | +125635.6% | 59,232 | +149.2% | 1.46% | +12.4% |
| Q4 2022 | $1,148 | -99.9% | 23,768 | +7.0% | 1.30% | 0.0% |
| Q3 2022 | $1,072,000 | -1.7% | 22,210 | +0.4% | 1.30% | +0.4% |
| Q2 2022 | $1,090,000 | +61.2% | 22,117 | +61.1% | 1.29% | +70.6% |
| Q1 2022 | $676,000 | -28.2% | 13,733 | -26.3% | 0.76% | -6.9% |
| Q4 2021 | $941,000 | – | 18,643 | – | 0.81% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,355,672 | $66,143,249 | 21.28% |
| Morningstar Investment Management LLC | 2,060,262 | $100,520 | 14.98% |
| Edgehill Endowment Partners, LLC | 1,259,008 | $61,427,003 | 12.27% |
| FLC Capital Advisors | 675,279 | $32,946,846 | 10.08% |
| Northeast Financial Group, Inc. | 285,137 | $13,859,334 | 10.00% |
| Altiora Financial Group, LLC | 439,503 | $21,443,335 | 9.89% |
| United Capital Management of KS, Inc. | 520,018 | $25,371,654 | 9.45% |
| Bell Investment Advisors, Inc | 825,770 | $40,289,336 | 9.43% |
| LOWERY THOMAS, LLC | 175,148 | $8,545,494 | 9.42% |
| Passive Capital Management, LLC. | 438,663 | $21,402,346 | 9.34% |