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 | $3,919,988 | -0.8% | 81,854 | -0.4% | 1.35% | +1.1% |
| Q2 2023 | $3,950,916 | +8.3% | 82,208 | +10.0% | 1.33% | -7.0% |
| Q1 2023 | $3,646,955 | -0.1% | 74,748 | -1.2% | 1.43% | +1.8% |
| Q4 2022 | $3,651,237 | +2.5% | 75,689 | +2.5% | 1.41% | -19.5% |
| Q3 2022 | $3,561,926 | -12.4% | 73,807 | -10.7% | 1.75% | -5.8% |
| Q2 2022 | $4,065,799 | +6.8% | 82,655 | +7.5% | 1.86% | +17.2% |
| Q1 2022 | $3,807,743 | +66.7% | 76,862 | +71.1% | 1.58% | +69.1% |
| Q4 2021 | $2,284,182 | +49.5% | 44,920 | +50.5% | 0.94% | +33.7% |
| Q3 2021 | $1,528,022 | +2.5% | 29,850 | +2.6% | 0.70% | -0.3% |
| Q2 2021 | $1,490,502 | +189.4% | 29,100 | +189.9% | 0.70% | +140.8% |
| Q1 2021 | $515,101 | – | 10,039 | – | 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% |