SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $909,724 | +7.4% | 18,996 | +7.8% | 0.15% | +10.2% |
| Q2 2023 | $847,020 | +120.9% | 17,624 | +124.3% | 0.14% | +101.5% |
| Q1 2023 | $383,409 | -2.3% | 7,858 | -3.4% | 0.07% | -9.3% |
| Q4 2022 | $392,582 | -2.8% | 8,138 | -2.7% | 0.08% | -11.8% |
| Q3 2022 | $404,000 | +83.6% | 8,368 | +87.3% | 0.08% | +80.9% |
| Q2 2022 | $220,000 | -97.5% | 4,468 | -97.5% | 0.05% | -97.2% |
| Q1 2022 | $8,962,000 | +11.0% | 180,904 | +13.9% | 1.69% | +8.1% |
| Q4 2021 | $8,075,000 | -34.1% | 158,800 | -33.7% | 1.56% | -37.9% |
| Q3 2021 | $12,258,000 | -3.5% | 239,463 | -3.5% | 2.51% | -12.1% |
| Q2 2021 | $12,707,000 | -1.0% | 248,076 | -0.8% | 2.86% | -8.7% |
| Q1 2021 | $12,830,000 | -5.6% | 250,038 | -5.5% | 3.13% | -8.7% |
| Q4 2020 | $13,594,000 | +0.9% | 264,524 | +1.1% | 3.43% | -29.3% |
| Q3 2020 | $13,477,000 | +1.7% | 261,686 | +1.9% | 4.85% | -5.3% |
| Q2 2020 | $13,257,000 | +0.5% | 256,764 | +0.7% | 5.13% | -16.2% |
| Q1 2020 | $13,190,000 | +7.2% | 254,959 | +4.6% | 6.12% | +36.9% |
| Q4 2019 | $12,305,000 | +10.0% | 243,742 | +10.2% | 4.47% | +2.8% |
| Q3 2019 | $11,187,000 | +6.2% | 221,125 | +6.2% | 4.35% | +4.2% |
| Q2 2019 | $10,531,000 | +33.5% | 208,162 | +32.4% | 4.17% | +27.0% |
| Q1 2019 | $7,889,000 | +37.1% | 157,182 | +36.3% | 3.29% | +14.1% |
| Q4 2018 | $5,754,000 | +13.4% | 115,287 | +12.6% | 2.88% | +28.6% |
| Q3 2018 | $5,076,000 | +18.7% | 102,395 | +19.1% | 2.24% | +13.4% |
| Q2 2018 | $4,277,000 | +22.3% | 85,982 | +22.6% | 1.97% | +18.2% |
| Q1 2018 | $3,496,000 | +169.5% | 70,136 | +170.6% | 1.67% | +156.5% |
| Q4 2017 | $1,297,000 | – | 25,920 | – | 0.65% | – |
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% |