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 | $3,179,759 | +23.5% | 66,397 | +23.9% | 0.05% | +22.0% |
| Q2 2023 | $2,574,781 | +22.7% | 53,574 | +24.6% | 0.04% | +17.1% |
| Q1 2023 | $2,098,306 | +229.3% | 43,007 | +225.6% | 0.04% | +191.7% |
| Q4 2022 | $637,178 | +66.8% | 13,208 | +67.0% | 0.01% | +20.0% |
| Q3 2022 | $382,000 | -1.8% | 7,908 | 0.0% | 0.01% | +11.1% |
| Q2 2022 | $389,000 | +84.4% | 7,908 | +90.4% | 0.01% | +125.0% |
| Q4 2021 | $211,000 | -4.1% | 4,153 | -3.5% | 0.00% | 0.0% |
| Q3 2021 | $220,000 | +3.3% | 4,303 | +3.4% | 0.00% | -20.0% |
| Q2 2021 | $213,000 | -4.9% | 4,162 | -4.5% | 0.01% | -16.7% |
| Q1 2021 | $224,000 | -16.7% | 4,358 | -16.9% | 0.01% | -33.3% |
| Q4 2020 | $269,000 | +1.1% | 5,242 | +1.4% | 0.01% | -10.0% |
| Q3 2020 | $266,000 | -44.7% | 5,172 | -44.5% | 0.01% | -52.4% |
| Q2 2020 | $481,000 | +1.3% | 9,324 | +1.6% | 0.02% | -16.0% |
| Q1 2020 | $475,000 | +44.8% | 9,180 | +41.5% | 0.02% | +78.6% |
| Q4 2019 | $328,000 | +12.7% | 6,486 | +12.5% | 0.01% | +7.7% |
| Q3 2019 | $291,000 | +939.3% | 5,764 | +948.0% | 0.01% | +1200.0% |
| Q1 2019 | $28,000 | – | 550 | – | 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% |