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 | ||||
|---|---|---|---|---|---|---|
| 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 | 1,355,672 | $66,143,249 | 21.28% |
| Morningstar Investment Management LLC | 2,060,262 | $100,520 | 14.98% |
| Edgehill Endowment Partners, LLC | 1,259,008 | $61,427,003 | 12.27% |
| FLC Capital Advisors | 675,279 | $32,946,846 | 10.08% |
| Northeast Financial Group, Inc. | 285,137 | $13,859,334 | 10.00% |
| Altiora Financial Group, LLC | 439,503 | $21,443,335 | 9.89% |
| United Capital Management of KS, Inc. | 520,018 | $25,371,654 | 9.45% |
| Bell Investment Advisors, Inc | 825,770 | $40,289,336 | 9.43% |
| LOWERY THOMAS, LLC | 175,148 | $8,545,494 | 9.42% |
| Passive Capital Management, LLC. | 438,663 | $21,402,346 | 9.34% |