SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,971,248 | +284.9% | 939,053 | +286.3% | 0.01% | +350.0% |
| Q2 2023 | $11,684,347 | +43.0% | 243,120 | +45.1% | 0.00% | 0.0% |
| Q1 2023 | $8,173,252 | -53.8% | 167,519 | -54.3% | 0.00% | -50.0% |
| Q4 2022 | $17,681,793 | -77.8% | 366,538 | -77.8% | 0.00% | -77.8% |
| Q3 2022 | $79,621,000 | +421.5% | 1,649,845 | +431.5% | 0.02% | +500.0% |
| Q2 2022 | $15,268,000 | +143.9% | 310,396 | +145.7% | 0.00% | +200.0% |
| Q1 2022 | $6,259,000 | +1757.3% | 126,341 | +1807.6% | 0.00% | – |
| Q4 2021 | $337,000 | +3.7% | 6,623 | +4.4% | 0.00% | – |
| Q3 2021 | $325,000 | -95.4% | 6,341 | -95.5% | 0.00% | -100.0% |
| Q1 2015 | $7,085,000 | -28.8% | 139,604 | -29.1% | 0.00% | -33.3% |
| Q4 2014 | $9,954,000 | – | 196,789 | – | 0.00% | – |
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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% |