SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 560 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $43,724 | -0.4% | 913 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $43,879 | -10.7% | 913 | -9.3% | 0.00% | 0.0% |
Q1 2023 | $49,132 | +1.3% | 1,007 | +0.2% | 0.00% | 0.0% |
Q4 2022 | $48,481 | +5.4% | 1,005 | +5.3% | 0.00% | 0.0% |
Q3 2022 | $46,000 | -2.1% | 954 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $47,000 | -6.0% | 954 | -4.9% | 0.00% | 0.0% |
Q1 2022 | $50,000 | 0.0% | 1,003 | +1.4% | 0.00% | 0.0% |
Q4 2021 | $50,000 | -2.0% | 989 | +0.1% | 0.00% | 0.0% |
Q3 2021 | $51,000 | +13.3% | 988 | +12.1% | 0.00% | 0.0% |
Q2 2021 | $45,000 | 0.0% | 881 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $45,000 | -2.2% | 881 | -1.2% | 0.00% | 0.0% |
Q4 2020 | $46,000 | -4.2% | 892 | -4.5% | 0.00% | 0.0% |
Q3 2020 | $48,000 | +2.1% | 934 | +1.6% | 0.00% | 0.0% |
Q2 2020 | $47,000 | -7.8% | 919 | -6.4% | 0.00% | -50.0% |
Q1 2020 | $51,000 | +6.2% | 982 | +2.6% | 0.00% | +100.0% |
Q4 2019 | $48,000 | +6.7% | 957 | +5.3% | 0.00% | 0.0% |
Q3 2019 | $45,000 | – | 909 | – | 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% |