SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $759,922 | +68.4% | 15,789 | +68.7% | 0.34% | +70.4% |
| Q1 2024 | $451,294 | +2.3% | 9,361 | +2.8% | 0.20% | -0.5% |
| Q4 2023 | $441,235 | -55.8% | 9,107 | -56.3% | 0.20% | -59.1% |
| Q3 2023 | $998,505 | +125.1% | 20,850 | +129.3% | 0.49% | +177.8% |
| Q1 2023 | $443,599 | +8.1% | 9,092 | +6.9% | 0.18% | +14.3% |
| Q4 2022 | $410,280 | -10.6% | 8,505 | -10.6% | 0.15% | -9.4% |
| Q3 2022 | $459,000 | -10.9% | 9,511 | -9.0% | 0.17% | -83.2% |
| Q2 2022 | $515,000 | -28.7% | 10,452 | -28.2% | 1.01% | +431.1% |
| Q1 2022 | $722,000 | +21.8% | 14,564 | +24.9% | 0.19% | +39.7% |
| Q4 2021 | $593,000 | – | 11,663 | – | 0.14% | – |
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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% |