SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,768,086 | +101.7% | 36,493 | +99.4% | 1.26% | +78.3% |
| Q3 2023 | $876,386 | +23.7% | 18,300 | +24.2% | 0.71% | +31.1% |
| Q2 2023 | $708,356 | -67.3% | 14,739 | -66.8% | 0.54% | -67.1% |
| Q1 2023 | $2,162,958 | -49.5% | 44,332 | -50.1% | 1.64% | -45.0% |
| Q4 2022 | $4,284,099 | +703.8% | 88,808 | +704.2% | 2.99% | +665.6% |
| Q3 2022 | $533,000 | +661.4% | 11,043 | +673.3% | 0.39% | +712.5% |
| Q2 2022 | $70,000 | -1.4% | 1,428 | 0.0% | 0.05% | +4.3% |
| Q1 2022 | $71,000 | – | 1,428 | – | 0.05% | – |
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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% |