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 | $270,866 | -1.8% | 5,656 | 0.0% | 0.13% | -10.2% |
| Q2 2023 | $275,956 | +99884.1% | 5,656 | 0.0% | 0.15% | 0.0% |
| Q1 2023 | $276 | +1.1% | 5,656 | 0.0% | 0.15% | -2.6% |
| Q4 2022 | $273 | -99.9% | 5,656 | 0.0% | 0.15% | -57.5% |
| Q3 2022 | $273,000 | -1.8% | 5,656 | 0.0% | 0.36% | +3.5% |
| Q2 2022 | $278,000 | -0.7% | 5,656 | 0.0% | 0.34% | +10.3% |
| Q1 2022 | $280,000 | -2.8% | 5,656 | 0.0% | 0.31% | -4.9% |
| Q4 2021 | $288,000 | -0.7% | 5,656 | 0.0% | 0.33% | -7.4% |
| Q3 2021 | $290,000 | 0.0% | 5,656 | 0.0% | 0.35% | -2.2% |
| Q2 2021 | $290,000 | 0.0% | 5,656 | 0.0% | 0.36% | -12.6% |
| Q1 2021 | $290,000 | -0.3% | 5,656 | 0.0% | 0.41% | -14.1% |
| Q4 2020 | $291,000 | 0.0% | 5,656 | 0.0% | 0.48% | -14.1% |
| Q3 2020 | $291,000 | -0.3% | 5,656 | 0.0% | 0.56% | -22.9% |
| Q2 2020 | $292,000 | -0.3% | 5,656 | 0.0% | 0.73% | -10.9% |
| Q1 2020 | $293,000 | +2.4% | 5,656 | 0.0% | 0.82% | -11.2% |
| Q4 2019 | $286,000 | 0.0% | 5,656 | 0.0% | 0.92% | -4.8% |
| Q3 2019 | $286,000 | -2.1% | 5,656 | -1.9% | 0.96% | -3.2% |
| Q2 2019 | $292,000 | +1.0% | 5,766 | 0.0% | 1.00% | -2.9% |
| Q1 2019 | $289,000 | -3.0% | 5,766 | -3.6% | 1.03% | -10.1% |
| Q4 2018 | $298,000 | +0.7% | 5,980 | 0.0% | 1.14% | +12.5% |
| Q3 2018 | $296,000 | -0.3% | 5,980 | 0.0% | 1.01% | -8.9% |
| Q2 2018 | $297,000 | -0.3% | 5,980 | 0.0% | 1.11% | -5.8% |
| Q1 2018 | $298,000 | -0.3% | 5,980 | 0.0% | 1.18% | 0.0% |
| Q4 2017 | $299,000 | -0.7% | 5,980 | 0.0% | 1.18% | -7.4% |
| Q3 2017 | $301,000 | -0.3% | 5,980 | 0.0% | 1.28% | -11.3% |
| Q2 2017 | $302,000 | 0.0% | 5,980 | 0.0% | 1.44% | +2.1% |
| Q1 2017 | $302,000 | +2.0% | 5,980 | +1.7% | 1.41% | -4.1% |
| Q4 2016 | $296,000 | +18.9% | 5,880 | +20.1% | 1.47% | +13.2% |
| Q3 2016 | $249,000 | +9.7% | 4,895 | +9.9% | 1.30% | +7.5% |
| Q2 2016 | $227,000 | +2.7% | 4,455 | +2.5% | 1.21% | -0.8% |
| Q1 2016 | $221,000 | +0.9% | 4,345 | 0.0% | 1.22% | -5.4% |
| Q4 2015 | $219,000 | -0.9% | 4,345 | 0.0% | 1.29% | -0.7% |
| Q3 2015 | $221,000 | +54.5% | 4,345 | +54.1% | 1.30% | +43.7% |
| Q2 2015 | $143,000 | 0.0% | 2,820 | 0.0% | 0.90% | -4.6% |
| Q1 2015 | $143,000 | 0.0% | 2,820 | 0.0% | 0.94% | -3.0% |
| Q4 2014 | $143,000 | – | 2,820 | – | 0.97% | – |
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% |