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 | $7,416,102 | +1588.1% | 154,857 | +1594.1% | 5.42% | +1677.7% |
| Q2 2023 | $439,316 | -3.1% | 9,141 | -1.6% | 0.30% | -7.9% |
| Q1 2023 | $453,210 | -91.2% | 9,289 | -91.3% | 0.33% | -91.8% |
| Q4 2022 | $5,149,041 | -52.7% | 106,738 | -52.7% | 4.03% | -55.2% |
| Q3 2022 | $10,890,000 | -1.3% | 225,649 | +0.6% | 8.99% | +4.4% |
| Q2 2022 | $11,033,000 | +40.4% | 224,286 | +41.3% | 8.61% | +61.3% |
| Q1 2022 | $7,861,000 | +314.8% | 158,689 | +325.8% | 5.34% | +366.3% |
| Q4 2021 | $1,895,000 | -84.0% | 37,272 | -83.9% | 1.14% | -84.7% |
| Q3 2021 | $11,857,000 | +378.9% | 231,634 | +380.0% | 7.49% | +346.7% |
| Q2 2021 | $2,476,000 | +742.2% | 48,258 | +731.0% | 1.68% | +496.8% |
| Q2 2019 | $294,000 | -47.2% | 5,807 | -47.6% | 0.28% | -51.2% |
| Q1 2019 | $557,000 | -79.8% | 11,089 | -79.9% | 0.58% | -83.6% |
| Q4 2018 | $2,754,000 | -16.3% | 55,183 | -16.4% | 3.51% | +25.7% |
| Q1 2018 | $3,291,000 | +9041.7% | 66,031 | +9161.0% | 2.79% | +8912.9% |
| Q4 2017 | $36,000 | – | 713 | – | 0.03% | – |
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% |