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 | $50,567,559 | +7.0% | 1,055,911 | +7.3% | 4.56% | +6.9% |
| Q2 2023 | $47,277,041 | +0.7% | 983,709 | +2.2% | 4.27% | -2.6% |
| Q1 2023 | $46,967,312 | +11.2% | 962,642 | +10.0% | 4.38% | +1.6% |
| Q4 2022 | $42,230,338 | +34.5% | 875,422 | +34.6% | 4.31% | +23.5% |
| Q3 2022 | $31,395,000 | +2578.8% | 650,543 | +2630.0% | 3.49% | +2716.1% |
| Q2 2022 | $1,172,000 | +3.0% | 23,829 | +3.8% | 0.12% | +15.9% |
| Q1 2022 | $1,138,000 | -4.5% | 22,966 | -1.4% | 0.11% | -11.6% |
| Q3 2021 | $1,192,000 | -25.5% | 23,285 | -25.5% | 0.12% | -26.7% |
| Q2 2021 | $1,601,000 | +2.6% | 31,249 | +2.8% | 0.16% | -6.2% |
| Q1 2021 | $1,560,000 | -5.9% | 30,396 | -5.8% | 0.18% | -11.1% |
| Q4 2020 | $1,658,000 | +14.6% | 32,267 | +14.9% | 0.20% | +3.7% |
| Q3 2020 | $1,447,000 | +10.3% | 28,091 | +10.5% | 0.19% | +4.4% |
| Q2 2020 | $1,312,000 | -52.1% | 25,412 | -52.0% | 0.18% | -60.0% |
| Q1 2020 | $2,741,000 | +2.7% | 52,994 | +0.3% | 0.46% | +12.8% |
| Q4 2019 | $2,668,000 | -2.5% | 52,855 | -2.3% | 0.41% | -8.8% |
| Q3 2019 | $2,736,000 | -1.8% | 54,087 | -1.8% | 0.44% | -3.3% |
| Q2 2019 | $2,785,000 | -10.0% | 55,053 | -10.7% | 0.46% | -14.0% |
| Q1 2019 | $3,095,000 | +0.8% | 61,665 | +0.2% | 0.54% | -8.9% |
| Q4 2018 | $3,071,000 | -0.3% | 61,522 | -1.0% | 0.59% | +9.1% |
| Q3 2018 | $3,079,000 | +99.9% | 62,118 | +100.6% | 0.54% | +81.8% |
| Q2 2018 | $1,540,000 | +47.5% | 30,961 | +47.8% | 0.30% | +44.4% |
| Q1 2018 | $1,044,000 | -70.8% | 20,941 | -70.7% | 0.20% | -69.1% |
| Q4 2017 | $3,579,000 | +6.6% | 71,539 | +7.4% | 0.66% | +0.9% |
| Q3 2017 | $3,357,000 | +81.9% | 66,608 | +81.9% | 0.66% | +79.3% |
| Q2 2017 | $1,846,000 | -0.4% | 36,620 | -0.3% | 0.37% | -5.4% |
| Q1 2017 | $1,853,000 | -40.3% | 36,712 | -40.3% | 0.39% | -42.9% |
| Q4 2016 | $3,103,000 | +243.6% | 61,543 | +246.1% | 0.68% | +217.3% |
| Q3 2016 | $903,000 | +0.9% | 17,784 | +1.2% | 0.21% | -2.3% |
| Q2 2016 | $895,000 | +89400.0% | 17,566 | +87730.0% | 0.22% | – |
| Q4 2013 | $1,000 | – | 20 | – | 0.00% | – |
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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% |