SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $256,737 | -11.2% | 5,299 | -12.2% | 0.08% | -22.0% |
Q3 2023 | $288,968 | -0.4% | 6,034 | 0.0% | 0.10% | +5.3% |
Q2 2023 | $289,994 | +94980.0% | 6,034 | -3.6% | 0.10% | -8.7% |
Q1 2023 | $305 | -7.6% | 6,260 | -8.6% | 0.10% | -8.8% |
Q4 2022 | $330 | -99.9% | 6,848 | 0.0% | 0.11% | -7.3% |
Q3 2022 | $330,000 | +7.5% | 6,848 | +9.6% | 0.12% | +17.1% |
Q2 2022 | $307,000 | -1.6% | 6,248 | -0.6% | 0.10% | +12.9% |
Q1 2022 | $312,000 | -1.9% | 6,288 | +0.4% | 0.09% | +3.3% |
Q4 2021 | $318,000 | +2.6% | 6,263 | +3.3% | 0.09% | -1.1% |
Q3 2021 | $310,000 | -0.3% | 6,063 | 0.0% | 0.09% | +1.1% |
Q2 2021 | $311,000 | -1.3% | 6,063 | -1.2% | 0.09% | -8.2% |
Q1 2021 | $315,000 | 0.0% | 6,138 | 0.0% | 0.10% | -9.3% |
Q4 2020 | $315,000 | -0.3% | 6,138 | 0.0% | 0.11% | -22.9% |
Q3 2020 | $316,000 | -6.5% | 6,138 | -6.3% | 0.14% | -10.8% |
Q2 2020 | $338,000 | -2.3% | 6,548 | -2.2% | 0.16% | -23.4% |
Q1 2020 | $346,000 | -0.3% | 6,698 | -2.7% | 0.20% | +45.4% |
Q4 2019 | $347,000 | +18.4% | 6,883 | +18.8% | 0.14% | +6.8% |
Q3 2019 | $293,000 | +3.5% | 5,793 | +3.6% | 0.13% | +2.3% |
Q2 2019 | $283,000 | +2.2% | 5,593 | +1.4% | 0.13% | -0.8% |
Q1 2019 | $277,000 | +24.8% | 5,518 | +24.2% | 0.13% | +14.0% |
Q4 2018 | $222,000 | +0.9% | 4,443 | 0.0% | 0.11% | +16.3% |
Q3 2018 | $220,000 | -4.8% | 4,443 | -4.3% | 0.10% | -10.1% |
Q2 2018 | $231,000 | 0.0% | 4,643 | 0.0% | 0.11% | -4.4% |
Q1 2018 | $231,000 | +12.7% | 4,643 | +13.4% | 0.11% | +18.8% |
Q4 2017 | $205,000 | +2.0% | 4,093 | +2.8% | 0.10% | +2.1% |
Q3 2017 | $201,000 | 0.0% | 3,983 | 0.0% | 0.09% | 0.0% |
Q2 2017 | $201,000 | 0.0% | 3,983 | 0.0% | 0.09% | -7.8% |
Q1 2017 | $201,000 | -0.5% | 3,983 | -0.8% | 0.10% | -1.9% |
Q4 2016 | $202,000 | -0.5% | 4,014 | +0.3% | 0.10% | -1.9% |
Q3 2016 | $203,000 | – | 4,003 | – | 0.11% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pacific Sage Partners, LLC | 1,340,809 | $64,439,279 | 19.08% |
Morningstar Investment Management LLC | 1,809,885 | $86,983 | 11.79% |
Northeast Financial Group, Inc. | 339,823 | $16,331,823 | 10.47% |
Greenline Partners, LLC | 1,042,786 | $53,955,154 | 10.09% |
FLC Capital Advisors | 713,899 | $34,309,970 | 10.04% |
Altiora Financial Group, LLC | 442,282 | $21,256,078 | 9.34% |
Bell Investment Advisors, Inc | 854,343 | $41,059,705 | 9.11% |
LOWERY THOMAS, LLC | 187,574 | $9,014,826 | 8.86% |
Comprehensive Wealth Management, LLC | 211,208 | $10,150,656 | 8.79% |
United Capital Management of KS, Inc. | 566,358 | $27,219,167 | 8.72% |