SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,070 | -42.6% | 419,093 | -42.4% | 1.72% | -35.3% |
| Q2 2023 | $34,955 | +17.7% | 727,322 | +19.5% | 2.65% | +10.6% |
| Q1 2023 | $29,706 | +41.6% | 608,859 | +40.0% | 2.40% | +26.7% |
| Q4 2022 | $20,980 | -99.9% | 434,908 | +40.8% | 1.89% | +7.3% |
| Q3 2022 | $14,904,000 | +139.6% | 308,829 | +144.2% | 1.76% | +148.5% |
| Q2 2022 | $6,220,000 | +77650.0% | 126,444 | +83637.7% | 0.71% | +70900.0% |
| Q3 2020 | $8,000 | -38.5% | 151 | -39.8% | 0.00% | -50.0% |
| Q2 2020 | $13,000 | -89.4% | 251 | -89.4% | 0.00% | -89.5% |
| Q1 2020 | $123,000 | -70.6% | 2,379 | -71.4% | 0.02% | -67.2% |
| Q4 2019 | $419,000 | +107.4% | 8,311 | +108.6% | 0.06% | +107.1% |
| Q3 2019 | $202,000 | +132.2% | 3,984 | +133.1% | 0.03% | +133.3% |
| Q2 2019 | $87,000 | -91.3% | 1,709 | -91.4% | 0.01% | -82.1% |
| Q1 2019 | $998,000 | +379.8% | 19,900 | +376.4% | 0.07% | +91.4% |
| Q4 2018 | $208,000 | -56.9% | 4,177 | -57.2% | 0.04% | -50.7% |
| Q3 2018 | $483,000 | +194.5% | 9,750 | +195.1% | 0.07% | +144.8% |
| Q2 2018 | $164,000 | -46.4% | 3,304 | -46.3% | 0.03% | -45.3% |
| Q1 2018 | $306,000 | -37.7% | 6,152 | -37.3% | 0.05% | -34.6% |
| Q4 2017 | $491,000 | -56.2% | 9,814 | -55.9% | 0.08% | -58.0% |
| Q3 2017 | $1,121,000 | – | 22,252 | – | 0.19% | – |
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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% |