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 | ||||
|---|---|---|---|---|---|---|
| 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 | 1,340,809 | $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% |