SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,182,066 | +4.6% | 108,208 | +4.9% | 6.82% | +2.3% |
| Q2 2023 | $4,955,734 | +5.2% | 103,116 | +6.8% | 6.67% | +1.9% |
| Q1 2023 | $4,710,225 | +241326.2% | 96,541 | +138.7% | 6.54% | +110.2% |
| Q4 2022 | $1,951 | -100.0% | 40,444 | -51.7% | 3.11% | -55.4% |
| Q3 2022 | $4,038,000 | +9.4% | 83,672 | +11.5% | 6.98% | +16.6% |
| Q2 2022 | $3,690,000 | -20.6% | 75,025 | -20.0% | 5.98% | -12.8% |
| Q1 2022 | $4,648,000 | -3.3% | 93,823 | -0.7% | 6.86% | +0.1% |
| Q4 2021 | $4,807,000 | – | 94,526 | – | 6.85% | – |
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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% |