SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 518 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $95,719 | +230.9% | 1,992 | +235.9% | 0.09% | +207.1% |
| Q1 2023 | $28,925 | -21.6% | 593 | -22.5% | 0.03% | -20.0% |
| Q4 2022 | $36,896 | -29.0% | 765 | -28.6% | 0.04% | -34.0% |
| Q3 2022 | $52,000 | -30.7% | 1,071 | -30.0% | 0.05% | -26.4% |
| Q2 2022 | $75,000 | -2.6% | 1,529 | -2.0% | 0.07% | +10.8% |
| Q1 2022 | $77,000 | -2.5% | 1,561 | +0.7% | 0.06% | +3.2% |
| Q4 2021 | $79,000 | – | 1,550 | – | 0.06% | – |
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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% |