SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $206 | -99.9% | 4,274 | 0.0% | 0.03% | 0.0% |
Q3 2022 | $206,000 | -53.1% | 4,274 | -52.1% | 0.03% | -50.0% |
Q2 2022 | $439,000 | -29.4% | 8,929 | -28.8% | 0.05% | -18.2% |
Q1 2022 | $622,000 | -2.5% | 12,548 | 0.0% | 0.07% | +11.9% |
Q4 2021 | $638,000 | +39.6% | 12,548 | +40.5% | 0.06% | +31.1% |
Q3 2021 | $457,000 | 0.0% | 8,929 | 0.0% | 0.04% | -6.2% |
Q2 2021 | $457,000 | -0.2% | 8,929 | 0.0% | 0.05% | -4.0% |
Q1 2021 | $458,000 | -21.4% | 8,929 | -21.3% | 0.05% | -25.4% |
Q4 2020 | $583,000 | -32.1% | 11,349 | -31.9% | 0.07% | -35.0% |
Q3 2020 | $858,000 | -96.9% | 16,669 | -96.9% | 0.10% | -97.0% |
Q2 2020 | $27,796,000 | -82.0% | 538,376 | -81.9% | 3.47% | -87.6% |
Q1 2020 | $154,259,000 | +5.5% | 2,982,008 | +2.9% | 27.90% | +57.8% |
Q4 2019 | $146,273,000 | +20.4% | 2,897,637 | +20.6% | 17.68% | +12.4% |
Q3 2019 | $121,520,000 | -6.4% | 2,402,052 | -6.4% | 15.74% | -11.2% |
Q2 2019 | $129,769,000 | +21.4% | 2,565,112 | +20.5% | 17.72% | +22.7% |
Q1 2019 | $106,875,000 | +71.0% | 2,129,409 | +70.0% | 14.44% | +29.2% |
Q4 2018 | $62,511,000 | +44.3% | 1,252,469 | +43.3% | 11.17% | +72.6% |
Q3 2018 | $43,331,000 | +67.6% | 874,144 | +68.2% | 6.47% | +55.6% |
Q2 2018 | $25,850,000 | – | 519,703 | – | 4.16% | – |
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% |