SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,016,000 | -4.6% | 21,050 | -2.8% | 0.02% | +4.2% |
| Q2 2022 | $1,065,000 | -2.1% | 21,659 | -1.4% | 0.02% | +14.3% |
| Q1 2022 | $1,088,000 | -1.4% | 21,959 | +1.2% | 0.02% | 0.0% |
| Q4 2021 | $1,103,000 | -4.6% | 21,696 | -4.0% | 0.02% | +5.0% |
| Q3 2021 | $1,156,000 | -6.3% | 22,593 | -6.2% | 0.02% | 0.0% |
| Q2 2021 | $1,234,000 | -5.4% | 24,093 | -5.3% | 0.02% | -13.0% |
| Q1 2021 | $1,305,000 | +0.7% | 25,439 | +0.8% | 0.02% | 0.0% |
| Q4 2020 | $1,296,000 | +4.9% | 25,230 | +5.2% | 0.02% | -30.3% |
| Q3 2020 | $1,235,000 | -35.1% | 23,980 | +15.5% | 0.03% | -40.0% |
| Q2 2020 | $1,904,000 | +94.7% | 20,754 | +9.8% | 0.06% | +71.9% |
| Q1 2020 | $978,000 | -0.2% | 18,910 | -2.6% | 0.03% | +28.0% |
| Q4 2019 | $980,000 | +0.8% | 19,410 | +1.0% | 0.02% | -7.4% |
| Q3 2019 | $972,000 | +0.5% | 19,210 | +0.5% | 0.03% | 0.0% |
| Q2 2019 | $967,000 | +1.9% | 19,110 | +1.1% | 0.03% | 0.0% |
| Q1 2019 | $949,000 | -17.0% | 18,910 | -17.5% | 0.03% | -25.0% |
| Q4 2018 | $1,143,000 | +0.7% | 22,910 | +0.1% | 0.04% | +9.1% |
| Q3 2018 | $1,135,000 | +45.5% | 22,893 | +46.0% | 0.03% | +37.5% |
| Q2 2018 | $780,000 | -0.1% | 15,678 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $781,000 | -0.4% | 15,678 | 0.0% | 0.02% | +4.3% |
| Q4 2017 | $784,000 | -0.8% | 15,678 | 0.0% | 0.02% | -8.0% |
| Q3 2017 | $790,000 | +0.9% | 15,678 | +0.9% | 0.02% | 0.0% |
| Q2 2017 | $783,000 | -0.1% | 15,535 | 0.0% | 0.02% | -3.8% |
| Q1 2017 | $784,000 | -7.4% | 15,535 | -7.5% | 0.03% | -7.1% |
| Q4 2016 | $847,000 | -0.4% | 16,790 | +0.3% | 0.03% | -3.4% |
| Q3 2016 | $850,000 | -0.4% | 16,735 | 0.0% | 0.03% | -3.3% |
| Q2 2016 | $853,000 | – | 16,735 | – | 0.03% | – |
Download | ||||||
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% |