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 | $4,656,916 | +18.7% | 97,629 | +19.7% | 3.33% | +21.0% |
| Q2 2023 | $3,924,124 | -34.3% | 81,583 | -33.2% | 2.75% | -39.5% |
| Q1 2023 | $5,971,175 | +18.6% | 122,185 | +17.2% | 4.55% | +17.4% |
| Q4 2022 | $5,035,448 | -37.5% | 104,297 | -37.6% | 3.88% | -44.9% |
| Q3 2022 | $8,061,000 | -12.2% | 167,035 | -10.7% | 7.04% | -6.1% |
| Q2 2022 | $9,178,000 | +42.2% | 187,077 | +43.1% | 7.50% | +47.7% |
| Q1 2022 | $6,456,000 | -1.9% | 130,744 | -0.5% | 5.08% | +2.3% |
| Q4 2021 | $6,582,000 | – | 131,369 | – | 4.96% | – |
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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% |