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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $945,291 | -20.8% | 19,511 | -21.7% | 0.69% | -27.5% |
| Q3 2023 | $1,194,021 | -13.9% | 24,933 | -13.6% | 0.95% | -13.2% |
| Q2 2023 | $1,387,470 | -13.6% | 28,870 | -12.3% | 1.10% | -23.7% |
| Q1 2023 | $1,606,093 | -22.6% | 32,918 | -23.5% | 1.44% | -36.3% |
| Q4 2022 | $2,076,029 | -27.4% | 43,035 | -27.4% | 2.25% | -30.2% |
| Q3 2022 | $2,860,000 | -26.5% | 59,264 | -25.1% | 3.23% | -23.8% |
| Q2 2022 | $3,890,000 | -15.2% | 79,091 | -14.6% | 4.23% | +4.2% |
| Q1 2022 | $4,586,000 | -7.6% | 92,581 | -5.2% | 4.06% | +8.8% |
| Q4 2021 | $4,965,000 | – | 97,647 | – | 3.74% | – |
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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% |