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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $812,793 | -68.1% | 16,659 | -68.5% | 0.35% | -62.9% |
| Q4 2022 | $2,551,607 | -83.9% | 52,894 | -83.9% | 0.94% | -87.3% |
| Q3 2022 | $15,876,000 | -11.5% | 328,973 | -9.8% | 7.35% | -13.3% |
| Q2 2022 | $17,939,000 | +68.2% | 364,691 | +69.4% | 8.47% | +85.0% |
| Q1 2022 | $10,664,000 | -26.4% | 215,265 | -24.5% | 4.58% | -15.2% |
| Q4 2021 | $14,493,000 | – | 285,014 | – | 5.40% | – |
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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% |