SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 212 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,811,390 | +6.7% | 935,715 | +7.1% | 0.03% | +3.3% |
| Q2 2023 | $41,988,974 | -6.4% | 873,678 | -4.9% | 0.03% | -14.3% |
| Q1 2023 | $44,836,858 | +210.5% | 918,976 | +207.0% | 0.04% | +191.7% |
| Q4 2022 | $14,440,904 | +59.3% | 299,355 | +59.4% | 0.01% | +33.3% |
| Q3 2022 | $9,064,000 | -79.4% | 187,816 | -79.0% | 0.01% | -78.6% |
| Q2 2022 | $44,054,000 | +97.0% | 895,592 | +98.4% | 0.04% | +121.1% |
| Q1 2022 | $22,358,000 | +99.8% | 451,303 | +105.1% | 0.02% | +111.1% |
| Q4 2021 | $11,190,000 | +29.8% | 220,053 | +30.7% | 0.01% | +12.5% |
| Q3 2021 | $8,620,000 | +21.2% | 168,395 | +21.2% | 0.01% | +14.3% |
| Q2 2021 | $7,114,000 | -1.8% | 138,891 | -1.6% | 0.01% | -12.5% |
| Q1 2021 | $7,244,000 | +11.0% | 141,187 | +11.2% | 0.01% | 0.0% |
| Q4 2020 | $6,527,000 | +20.0% | 127,016 | +20.2% | 0.01% | 0.0% |
| Q3 2020 | $5,440,000 | +61.6% | 105,638 | +62.0% | 0.01% | +33.3% |
| Q2 2020 | $3,366,000 | -19.7% | 65,197 | -19.6% | 0.01% | -33.3% |
| Q1 2020 | $4,194,000 | +52.8% | 81,075 | +49.1% | 0.01% | +80.0% |
| Q4 2019 | $2,744,000 | +30.7% | 54,364 | +30.9% | 0.01% | +25.0% |
| Q3 2019 | $2,100,000 | +4.3% | 41,517 | +4.4% | 0.00% | 0.0% |
| Q2 2019 | $2,013,000 | +5.1% | 39,781 | +4.2% | 0.00% | 0.0% |
| Q1 2019 | $1,916,000 | +79.2% | 38,180 | +78.3% | 0.00% | +33.3% |
| Q4 2018 | $1,069,000 | +17.5% | 21,419 | +16.7% | 0.00% | +50.0% |
| Q3 2018 | $910,000 | +11.9% | 18,361 | +12.4% | 0.00% | 0.0% |
| Q2 2018 | $813,000 | -31.2% | 16,339 | -31.0% | 0.00% | -33.3% |
| Q1 2018 | $1,181,000 | +40.3% | 23,687 | +40.7% | 0.00% | 0.0% |
| Q4 2017 | $842,000 | -2.1% | 16,832 | -1.4% | 0.00% | 0.0% |
| Q3 2017 | $860,000 | +28.6% | 17,065 | +28.6% | 0.00% | 0.0% |
| Q2 2017 | $669,000 | -0.4% | 13,269 | -0.5% | 0.00% | -40.0% |
| Q1 2017 | $672,000 | -9.9% | 13,333 | -9.9% | 0.01% | -16.7% |
| Q4 2016 | $746,000 | +4.3% | 14,800 | +4.9% | 0.01% | -14.3% |
| Q3 2016 | $715,000 | +32.9% | 14,105 | +33.6% | 0.01% | +40.0% |
| Q2 2016 | $538,000 | -42.4% | 10,554 | -42.6% | 0.01% | +66.7% |
| Q1 2016 | $934,000 | +19.3% | 18,390 | +18.5% | 0.00% | +50.0% |
| Q4 2015 | $783,000 | +81.7% | 15,521 | +82.7% | 0.00% | 0.0% |
| Q3 2015 | $431,000 | – | 8,495 | – | 0.00% | – |
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% |