SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $902,344 | +3.5% | 18,842 | +3.9% | 0.24% | -0.8% |
Q2 2023 | $871,713 | +0.5% | 18,138 | +1.7% | 0.24% | -2.4% |
Q1 2023 | $867,511 | -9.3% | 17,828 | -9.4% | 0.25% | -8.6% |
Q4 2022 | $956,302 | -1.2% | 19,677 | -2.2% | 0.27% | -14.6% |
Q3 2022 | $968,000 | -2.5% | 20,119 | -0.0% | 0.32% | +6.8% |
Q2 2022 | $993,000 | -2.3% | 20,122 | -1.9% | 0.30% | +5.0% |
Q1 2022 | $1,016,000 | -3.1% | 20,503 | -0.5% | 0.28% | -10.2% |
Q4 2021 | $1,048,000 | +4.7% | 20,602 | +5.4% | 0.31% | -11.6% |
Q3 2021 | $1,001,000 | +4.9% | 19,552 | +5.0% | 0.35% | +2.0% |
Q2 2021 | $954,000 | +7.1% | 18,625 | +7.3% | 0.35% | -2.3% |
Q1 2021 | $891,000 | +0.2% | 17,362 | +0.3% | 0.36% | -17.6% |
Q4 2020 | $889,000 | +2.5% | 17,307 | +2.8% | 0.43% | -7.5% |
Q3 2020 | $867,000 | +0.8% | 16,828 | +1.0% | 0.47% | -3.5% |
Q2 2020 | $860,000 | -0.8% | 16,666 | -0.6% | 0.48% | -1.2% |
Q1 2020 | $867,000 | -1.3% | 16,768 | -3.6% | 0.49% | +23.8% |
Q4 2019 | $878,000 | +0.2% | 17,387 | +0.4% | 0.40% | -0.8% |
Q3 2019 | $876,000 | +5.5% | 17,316 | +5.5% | 0.40% | +2.6% |
Q2 2019 | $830,000 | -3.6% | 16,407 | -4.3% | 0.39% | -4.7% |
Q1 2019 | $861,000 | +6.2% | 17,145 | +5.5% | 0.41% | -1.2% |
Q4 2018 | $811,000 | +14.9% | 16,251 | +14.1% | 0.41% | +11.7% |
Q3 2018 | $706,000 | +3.1% | 14,247 | +3.5% | 0.37% | +2.2% |
Q2 2018 | $685,000 | -2.1% | 13,763 | -2.0% | 0.36% | -9.1% |
Q1 2018 | $700,000 | +105.9% | 14,038 | +106.4% | 0.40% | +114.6% |
Q4 2017 | $340,000 | -0.9% | 6,800 | -0.0% | 0.18% | -2.6% |
Q3 2017 | $343,000 | +5.5% | 6,803 | +5.6% | 0.19% | +0.5% |
Q2 2017 | $325,000 | – | 6,443 | – | 0.19% | – |
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% |