SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,932,535 | +69.0% | 228,284 | +69.6% | 0.09% | +70.9% |
| Q2 2023 | $6,469,832 | -9.5% | 134,619 | -8.2% | 0.06% | -23.6% |
| Q1 2023 | $7,151,735 | -14.5% | 146,582 | -15.5% | 0.07% | -22.6% |
| Q4 2022 | $8,365,447 | +1362.5% | 173,413 | +1363.3% | 0.09% | +1228.6% |
| Q3 2022 | $572,000 | – | 11,851 | +394933.3% | 0.01% | – |
| Q2 2022 | $0 | -100.0% | 3 | -97.4% | 0.00% | – |
| Q4 2021 | $6,000 | -71.4% | 116 | -72.1% | 0.00% | – |
| Q3 2021 | $21,000 | +250.0% | 416 | +258.6% | 0.00% | – |
| Q2 2021 | $6,000 | – | 116 | +11500.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 1 | -99.4% | 0.00% | – |
| Q2 2018 | $9,000 | – | 173 | – | 0.00% | – |
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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% |