SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $258,520 | +9.8% | 5,307 | +8.6% | 0.17% | +9.7% |
| Q1 2024 | $235,490 | -0.0% | 4,885 | +0.5% | 0.16% | -5.5% |
| Q4 2023 | $235,496 | +2.1% | 4,861 | +0.9% | 0.16% | -9.4% |
| Q3 2023 | $230,661 | +2.8% | 4,816 | +3.1% | 0.18% | +5.2% |
| Q2 2023 | $224,483 | -0.9% | 4,671 | +0.6% | 0.17% | -6.0% |
| Q1 2023 | $226,529 | -18.8% | 4,643 | -19.7% | 0.18% | -35.6% |
| Q3 2022 | $279,000 | +8.6% | 5,779 | +10.5% | 0.28% | +16.4% |
| Q2 2022 | $257,000 | – | 5,229 | – | 0.24% | – |
Download | ||||||
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% |