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 | $1,157,693 | -23.3% | 24,174 | -23.1% | 0.02% | -23.1% |
| Q2 2023 | $1,509,840 | +5.1% | 31,416 | +6.7% | 0.03% | -18.8% |
| Q1 2023 | $1,436,281 | -4.6% | 29,438 | -5.7% | 0.03% | -13.5% |
| Q4 2022 | $1,505,956 | -8.7% | 31,218 | -8.7% | 0.04% | -28.8% |
| Q3 2022 | $1,649,000 | -11.5% | 34,177 | -9.8% | 0.05% | -1.9% |
| Q2 2022 | $1,863,000 | -2.7% | 37,871 | -2.0% | 0.05% | +10.4% |
| Q1 2022 | $1,915,000 | -1.8% | 38,646 | +0.8% | 0.05% | -9.4% |
| Q4 2021 | $1,950,000 | +55.0% | 38,348 | +56.0% | 0.05% | -58.6% |
| Q3 2021 | $1,258,000 | -36.2% | 24,577 | -36.1% | 0.13% | +77.8% |
| Q2 2021 | $1,972,000 | +4.9% | 38,491 | +5.0% | 0.07% | -8.9% |
| Q1 2021 | $1,880,000 | +23.4% | 36,646 | +23.7% | 0.08% | +12.9% |
| Q4 2020 | $1,523,000 | +7.6% | 29,627 | +7.8% | 0.07% | -6.7% |
| Q3 2020 | $1,415,000 | +1.7% | 27,474 | +1.9% | 0.08% | -8.5% |
| Q2 2020 | $1,391,000 | +5.4% | 26,950 | +5.6% | 0.08% | -15.5% |
| Q1 2020 | $1,320,000 | +0.9% | 25,526 | -1.5% | 0.10% | +16.9% |
| Q4 2019 | $1,308,000 | +15.2% | 25,914 | +15.5% | 0.08% | +1.2% |
| Q3 2019 | $1,135,000 | -23.7% | 22,439 | -23.6% | 0.08% | -26.1% |
| Q2 2019 | $1,487,000 | -5.3% | 29,387 | -6.1% | 0.11% | -14.0% |
| Q1 2019 | $1,571,000 | -33.3% | 31,310 | -33.7% | 0.13% | -52.7% |
| Q4 2018 | $2,356,000 | +43.1% | 47,207 | +42.2% | 0.27% | +66.5% |
| Q3 2018 | $1,646,000 | -24.7% | 33,196 | -24.4% | 0.16% | -29.6% |
| Q2 2018 | $2,185,000 | +45.2% | 43,937 | +45.5% | 0.23% | +47.5% |
| Q1 2018 | $1,505,000 | +33.4% | 30,201 | +34.0% | 0.16% | +32.8% |
| Q4 2017 | $1,128,000 | -8.4% | 22,540 | -7.8% | 0.12% | -18.5% |
| Q3 2017 | $1,232,000 | +13.4% | 24,439 | +13.4% | 0.15% | +8.1% |
| Q2 2017 | $1,086,000 | +92.9% | 21,548 | +93.1% | 0.14% | +87.5% |
| Q1 2017 | $563,000 | -42.6% | 11,159 | -42.6% | 0.07% | -48.6% |
| Q4 2016 | $980,000 | -36.7% | 19,443 | -36.2% | 0.14% | -51.4% |
| Q3 2016 | $1,547,000 | -12.0% | 30,464 | -11.7% | 0.29% | -41.6% |
| Q2 2016 | $1,758,000 | +96.2% | 34,507 | +95.6% | 0.49% | +70.0% |
| Q1 2016 | $896,000 | -0.1% | 17,644 | -0.8% | 0.29% | -19.9% |
| Q4 2015 | $897,000 | +52.3% | 17,788 | +53.5% | 0.36% | +41.4% |
| Q3 2015 | $589,000 | -37.1% | 11,587 | -37.3% | 0.26% | -35.4% |
| Q2 2015 | $937,000 | – | 18,472 | – | 0.40% | – |
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% |