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 2022 | $1,406,489 | +2.7% | 29,144 | +4.7% | 0.06% | +7.1% |
| Q2 2022 | $1,369,745 | +15.2% | 27,846 | +16.0% | 0.06% | +36.6% |
| Q1 2022 | $1,189,505 | +4.5% | 24,011 | +7.2% | 0.04% | +7.9% |
| Q4 2021 | $1,138,430 | -7.6% | 22,388 | -6.9% | 0.04% | -17.4% |
| Q3 2021 | $1,231,529 | +7.1% | 24,058 | +7.1% | 0.05% | +2.2% |
| Q2 2021 | $1,150,401 | -8.3% | 22,460 | -8.1% | 0.04% | -18.2% |
| Q1 2021 | $1,254,376 | +435.0% | 24,447 | +435.9% | 0.06% | +358.3% |
| Q4 2020 | $234,441 | -83.4% | 4,562 | -83.4% | 0.01% | -85.2% |
| Q3 2020 | $1,412,336 | +72.4% | 27,424 | +72.8% | 0.08% | +52.8% |
| Q2 2020 | $819,162 | -73.6% | 15,866 | -73.5% | 0.05% | -79.5% |
| Q1 2020 | $3,100,386 | +306.4% | 59,934 | +296.6% | 0.26% | +377.8% |
| Q4 2019 | $762,904 | +28.1% | 15,113 | +28.3% | 0.05% | +10.2% |
| Q3 2019 | $595,707 | +10.3% | 11,775 | +10.3% | 0.05% | +8.9% |
| Q2 2019 | $539,947 | -77.7% | 10,673 | -77.8% | 0.04% | -80.3% |
| Q1 2019 | $2,417,150 | -19.5% | 48,160 | -20.0% | 0.23% | -38.5% |
| Q4 2018 | $3,003,085 | +242.3% | 60,170 | +240.0% | 0.37% | +267.3% |
| Q3 2018 | $877,240 | +37.8% | 17,697 | +38.3% | 0.10% | +16.1% |
| Q2 2018 | $636,374 | -60.0% | 12,794 | -59.9% | 0.09% | -63.3% |
| Q1 2018 | $1,590,843 | +8.2% | 31,919 | +8.6% | 0.24% | +2.2% |
| Q4 2017 | $1,470,532 | – | 29,393 | – | 0.23% | – |
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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% |