SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $988,210 | +109.0% | 20,635 | +109.8% | 0.13% | +116.4% |
| Q2 2023 | $472,718 | +28.5% | 9,836 | +28.8% | 0.06% | +3.4% |
| Q3 2022 | $368,000 | -45.2% | 7,635 | -44.2% | 0.06% | -41.6% |
| Q2 2022 | $672,000 | -0.7% | 13,674 | 0.0% | 0.10% | +16.1% |
| Q1 2022 | $677,000 | +3.4% | 13,674 | +5.7% | 0.09% | +1.2% |
| Q4 2021 | $655,000 | -35.8% | 12,936 | -35.1% | 0.09% | -33.8% |
| Q3 2021 | $1,020,000 | -6.0% | 19,917 | -6.0% | 0.13% | -5.8% |
| Q2 2021 | $1,085,000 | -16.8% | 21,185 | -16.7% | 0.14% | -25.0% |
| Q1 2021 | $1,304,000 | +23.4% | 25,419 | +23.6% | 0.18% | +9.5% |
| Q4 2020 | $1,057,000 | – | 20,561 | – | 0.17% | – |
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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% |