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 | $4,233,355 | -21.5% | 88,396 | -21.2% | 2.73% | -18.7% |
| Q2 2023 | $5,393,188 | -4.9% | 112,217 | -3.5% | 3.36% | -8.2% |
| Q1 2023 | $5,672,566 | +0.0% | 116,264 | -1.1% | 3.66% | -4.9% |
| Q4 2022 | $5,670,416 | -59.0% | 117,545 | -59.0% | 3.85% | -62.5% |
| Q3 2022 | $13,829,000 | -1.2% | 286,646 | +0.7% | 10.26% | +3.4% |
| Q2 2022 | $14,004,000 | -1.9% | 284,791 | -1.2% | 9.93% | +7.9% |
| Q1 2022 | $14,278,000 | – | 288,302 | – | 9.20% | – |
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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% |