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 | $279,773 | -0.4% | 5,842 | 0.0% | 0.15% | +3.5% |
| Q2 2023 | $280,767 | -2.1% | 5,842 | -0.6% | 0.14% | -3.4% |
| Q1 2023 | $286,739 | +1.1% | 5,877 | 0.0% | 0.15% | +3.5% |
| Q4 2022 | $283,506 | -0.2% | 5,877 | 0.0% | 0.14% | -9.6% |
| Q3 2022 | $284,000 | -4.4% | 5,877 | -2.7% | 0.16% | +4.0% |
| Q2 2022 | $297,000 | -1.0% | 6,042 | -0.2% | 0.15% | +11.1% |
| Q1 2022 | $300,000 | -3.2% | 6,057 | -0.6% | 0.14% | -2.2% |
| Q4 2021 | $310,000 | -1.3% | 6,092 | -0.8% | 0.14% | -11.0% |
| Q3 2021 | $314,000 | 0.0% | 6,142 | +0.2% | 0.16% | +4.0% |
| Q2 2021 | $314,000 | 0.0% | 6,127 | 0.0% | 0.15% | -2.6% |
| Q1 2021 | $314,000 | -15.1% | 6,127 | -14.9% | 0.15% | -22.3% |
| Q4 2020 | $370,000 | -1.3% | 7,202 | -1.2% | 0.20% | -10.5% |
| Q3 2020 | $375,000 | +0.5% | 7,291 | +1.0% | 0.22% | -4.8% |
| Q2 2020 | $373,000 | +60.8% | 7,221 | +61.2% | 0.23% | +48.1% |
| Q1 2020 | $232,000 | +14.9% | 4,480 | +11.7% | 0.16% | +51.5% |
| Q4 2019 | $202,000 | -0.5% | 4,010 | 0.0% | 0.10% | -3.7% |
| Q3 2019 | $203,000 | – | 4,010 | – | 0.11% | – |
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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% |