SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,652 | -0.4% | 473 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $22,733 | -1.5% | 473 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $23,078 | +1.1% | 473 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $22,818 | -0.8% | 473 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $23,000 | 0.0% | 473 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $23,000 | 0.0% | 473 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $23,000 | -4.2% | 473 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $24,000 | 0.0% | 473 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $24,000 | 0.0% | 473 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $24,000 | -36.8% | 473 | -35.6% | 0.01% | -36.4% |
| Q1 2021 | $38,000 | 0.0% | 735 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $38,000 | 0.0% | 735 | +0.1% | 0.01% | -7.7% |
| Q3 2020 | $38,000 | 0.0% | 734 | +0.1% | 0.01% | +8.3% |
| Q2 2020 | $38,000 | 0.0% | 733 | +0.1% | 0.01% | -14.3% |
| Q1 2020 | $38,000 | -13.6% | 732 | -16.9% | 0.01% | +7.7% |
| Q4 2019 | $44,000 | -2.2% | 881 | +0.1% | 0.01% | -13.3% |
| Q3 2019 | $45,000 | +2.3% | 880 | +0.2% | 0.02% | +7.1% |
| Q2 2019 | $44,000 | -29.0% | 878 | -28.4% | 0.01% | -33.3% |
| Q1 2019 | $62,000 | -4.6% | 1,227 | -6.1% | 0.02% | -8.7% |
| Q4 2018 | $65,000 | 0.0% | 1,307 | +0.2% | 0.02% | 0.0% |
| Q3 2018 | $65,000 | – | 1,305 | – | 0.02% | – |
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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% |