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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $804,600 | -10.9% | 16,801 | -10.6% | 0.35% | -10.3% |
| Q2 2023 | $903,336 | +81.3% | 18,796 | +84.1% | 0.39% | +57.3% |
| Q1 2023 | $498,243 | +30.8% | 10,212 | +29.3% | 0.25% | +15.5% |
| Q4 2022 | $380,951 | -25.3% | 7,897 | -25.3% | 0.21% | -36.6% |
| Q3 2022 | $510,000 | -3.8% | 10,574 | -1.9% | 0.34% | -5.6% |
| Q2 2022 | $530,000 | -24.8% | 10,776 | -24.3% | 0.36% | -35.3% |
| Q1 2022 | $705,000 | +51.0% | 14,236 | +55.0% | 0.55% | +87.7% |
| Q4 2021 | $467,000 | – | 9,185 | – | 0.29% | – |
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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% |