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 | $1,761 | +50.0% | 36,771 | +50.5% | 0.01% | +57.1% |
| Q2 2023 | $1,174 | -28.1% | 24,428 | -27.0% | 0.01% | -36.4% |
| Q1 2023 | $1,633 | +2577.0% | 33,466 | +2531.0% | 0.01% | – |
| Q4 2022 | $61 | -100.0% | 1,272 | -55.9% | 0.00% | -100.0% |
| Q3 2022 | $139,000 | +27.5% | 2,887 | +30.5% | 0.00% | 0.0% |
| Q2 2022 | $109,000 | +419.0% | 2,213 | +417.1% | 0.00% | – |
| Q1 2022 | $21,000 | -4.5% | 428 | 0.0% | 0.00% | – |
| Q4 2021 | $22,000 | 0.0% | 428 | 0.0% | 0.00% | – |
| Q2 2021 | $22,000 | 0.0% | 428 | 0.0% | 0.00% | – |
| Q1 2021 | $22,000 | 0.0% | 428 | 0.0% | 0.00% | – |
| Q4 2020 | $22,000 | 0.0% | 428 | 0.0% | 0.00% | – |
| Q3 2020 | $22,000 | 0.0% | 428 | 0.0% | 0.00% | – |
| Q2 2020 | $22,000 | 0.0% | 428 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | 0.0% | 428 | 0.0% | 0.00% | – |
| Q4 2019 | $22,000 | 0.0% | 428 | 0.0% | 0.00% | – |
| Q3 2019 | $22,000 | 0.0% | 428 | 0.0% | 0.00% | – |
| Q2 2019 | $22,000 | 0.0% | 428 | 0.0% | 0.00% | – |
| Q1 2019 | $22,000 | -75.3% | 428 | -76.1% | 0.00% | -100.0% |
| Q4 2018 | $89,000 | +71.2% | 1,792 | +69.7% | 0.00% | +100.0% |
| Q3 2018 | $52,000 | +8.3% | 1,056 | +9.1% | 0.00% | -50.0% |
| Q2 2018 | $48,000 | -62.2% | 968 | -62.2% | 0.00% | -60.0% |
| Q1 2018 | $127,000 | -0.8% | 2,558 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $128,000 | +73.0% | 2,558 | +74.3% | 0.01% | +100.0% |
| Q3 2017 | $74,000 | +85.0% | 1,468 | +84.2% | 0.00% | +50.0% |
| Q1 2017 | $40,000 | – | 797 | – | 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% |