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 | $31,370,344 | +96.8% | 655,050 | +97.5% | 0.01% | +100.0% |
| Q2 2023 | $15,938,955 | -73.8% | 331,647 | -73.6% | 0.01% | -81.5% |
| Q3 2022 | $60,737,000 | +3302.6% | 1,258,537 | +3369.1% | 0.03% | +2600.0% |
| Q2 2022 | $1,785,000 | -91.0% | 36,279 | -90.9% | 0.00% | -83.3% |
| Q1 2022 | $19,741,000 | +31.3% | 398,493 | +34.8% | 0.01% | +20.0% |
| Q4 2021 | $15,030,000 | +499.8% | 295,585 | +503.8% | 0.01% | +400.0% |
| Q3 2021 | $2,506,000 | -56.9% | 48,954 | -56.9% | 0.00% | -50.0% |
| Q2 2021 | $5,820,000 | -34.8% | 113,619 | -34.7% | 0.00% | -50.0% |
| Q1 2021 | $8,929,000 | -31.2% | 174,021 | -31.1% | 0.00% | -42.9% |
| Q4 2020 | $12,983,000 | +345.8% | 252,638 | +346.8% | 0.01% | +250.0% |
| Q3 2020 | $2,912,000 | -73.9% | 56,548 | -73.8% | 0.00% | -75.0% |
| Q2 2020 | $11,153,000 | +49.7% | 216,025 | +50.0% | 0.01% | +14.3% |
| Q1 2020 | $7,451,000 | -53.3% | 144,038 | -54.4% | 0.01% | -68.2% |
| Q4 2019 | $15,950,000 | -93.4% | 315,959 | -93.4% | 0.02% | -94.5% |
| Q3 2019 | $240,968,000 | +5305.3% | 4,763,146 | +5305.4% | 0.40% | +4875.0% |
| Q2 2019 | $4,458,000 | +53.5% | 88,118 | +52.3% | 0.01% | +60.0% |
| Q1 2019 | $2,905,000 | -69.9% | 57,876 | -70.3% | 0.01% | -73.7% |
| Q3 2018 | $9,657,000 | +174.7% | 194,806 | +176.2% | 0.02% | +111.1% |
| Q1 2018 | $3,516,000 | +74.7% | 70,541 | +75.3% | 0.01% | +50.0% |
| Q4 2017 | $2,013,000 | -34.3% | 40,245 | -33.8% | 0.01% | -45.5% |
| Q2 2017 | $3,064,000 | +84.4% | 60,763 | +84.5% | 0.01% | +57.1% |
| Q1 2017 | $1,662,000 | +18.8% | 32,931 | +19.6% | 0.01% | 0.0% |
| Q3 2016 | $1,399,000 | -10.0% | 27,541 | -9.8% | 0.01% | -12.5% |
| Q2 2016 | $1,555,000 | +76.7% | 30,518 | +76.2% | 0.01% | +60.0% |
| Q1 2016 | $880,000 | +69.2% | 17,325 | +68.2% | 0.01% | +66.7% |
| Q4 2015 | $520,000 | -93.7% | 10,301 | -93.7% | 0.00% | -94.2% |
| Q3 2015 | $8,265,000 | +605.8% | 162,696 | +604.4% | 0.05% | +550.0% |
| Q2 2015 | $1,171,000 | -37.6% | 23,096 | -37.6% | 0.01% | -46.7% |
| Q1 2015 | $1,877,000 | -3.8% | 36,989 | -4.1% | 0.02% | -25.0% |
| Q3 2014 | $1,951,000 | – | 38,585 | – | 0.02% | – |
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% |