SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,233,455 | +3.3% | 25,756 | +3.6% | 0.90% | +2.2% |
| Q2 2023 | $1,194,291 | +3.9% | 24,850 | +5.5% | 0.88% | +1.7% |
| Q1 2023 | $1,148,956 | +0.4% | 23,549 | -0.7% | 0.86% | -7.6% |
| Q4 2022 | $1,144,012 | +0.3% | 23,715 | +0.3% | 0.93% | -9.8% |
| Q3 2022 | $1,141,000 | -0.7% | 23,645 | +1.4% | 1.04% | +5.6% |
| Q2 2022 | $1,149,000 | -99.9% | 23,323 | -0.7% | 0.98% | +5.7% |
| Q1 2022 | $1,163,298,000 | +102393.2% | 23,482 | +4.7% | 0.93% | -4.9% |
| Q4 2021 | $1,135,000 | – | 22,429 | – | 0.98% | – |
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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% |