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 | $3,908,417 | +4.3% | 81,612 | +4.7% | 0.11% | +3.8% |
| Q2 2023 | $3,745,708 | -3.9% | 77,938 | -2.4% | 0.10% | -8.7% |
| Q1 2023 | $3,897,932 | -11.3% | 79,892 | -12.3% | 0.12% | -29.4% |
| Q4 2022 | $4,393,458 | -17.9% | 91,075 | -16.3% | 0.16% | -26.6% |
| Q2 2022 | $5,354,000 | +7.2% | 108,841 | +8.0% | 0.22% | +24.7% |
| Q1 2022 | $4,994,000 | +694.0% | 100,816 | +708.3% | 0.18% | +154.3% |
| Q2 2017 | $629,000 | -48.9% | 12,473 | -48.9% | 0.07% | -49.3% |
| Q1 2017 | $1,231,000 | -34.6% | 24,392 | -34.0% | 0.14% | -49.3% |
| Q2 2016 | $1,883,000 | – | 36,943 | – | 0.27% | – |
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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% |