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 | $22,043,576 | -32.9% | 460,296 | -32.7% | 0.01% | -27.3% |
| Q2 2023 | $32,876,068 | +18.1% | 684,063 | +19.9% | 0.01% | +10.0% |
| Q1 2023 | $27,836,305 | -25.1% | 570,533 | -25.9% | 0.01% | -28.6% |
| Q4 2022 | $37,147,791 | +123.2% | 770,062 | +123.3% | 0.01% | +100.0% |
| Q3 2022 | $16,640,000 | +66.1% | 344,806 | +69.3% | 0.01% | +75.0% |
| Q2 2022 | $10,020,000 | +27.4% | 203,698 | +28.3% | 0.00% | +33.3% |
| Q1 2022 | $7,866,000 | -17.6% | 158,776 | -15.4% | 0.00% | 0.0% |
| Q4 2021 | $9,548,000 | +24.5% | 187,770 | +25.3% | 0.00% | +50.0% |
| Q3 2021 | $7,670,000 | -2.0% | 149,828 | -1.9% | 0.00% | -33.3% |
| Q2 2021 | $7,826,000 | -3.5% | 152,784 | -3.4% | 0.00% | 0.0% |
| Q1 2021 | $8,111,000 | +61.0% | 158,084 | +61.3% | 0.00% | +50.0% |
| Q4 2020 | $5,038,000 | -8.2% | 98,025 | -8.0% | 0.00% | 0.0% |
| Q3 2020 | $5,488,000 | +11.1% | 106,555 | +11.4% | 0.00% | 0.0% |
| Q2 2020 | $4,941,000 | -87.4% | 95,692 | -87.4% | 0.00% | -89.5% |
| Q1 2020 | $39,330,000 | +1079.0% | 760,288 | +1050.4% | 0.02% | +1800.0% |
| Q4 2019 | $3,336,000 | +27.6% | 66,087 | +27.9% | 0.00% | 0.0% |
| Q3 2019 | $2,614,000 | +93.5% | 51,677 | +93.5% | 0.00% | 0.0% |
| Q2 2019 | $1,351,000 | -22.4% | 26,703 | -23.1% | 0.00% | 0.0% |
| Q1 2019 | $1,742,000 | -42.6% | 34,715 | -42.9% | 0.00% | 0.0% |
| Q4 2018 | $3,036,000 | +153.4% | 60,827 | +151.8% | 0.00% | – |
| Q3 2018 | $1,198,000 | -4.5% | 24,159 | -4.2% | 0.00% | -100.0% |
| Q2 2018 | $1,254,000 | -55.0% | 25,210 | -54.9% | 0.00% | 0.0% |
| Q1 2018 | $2,788,000 | +6.8% | 55,943 | +7.2% | 0.00% | 0.0% |
| Q4 2017 | $2,611,000 | -36.9% | 52,182 | -36.5% | 0.00% | -50.0% |
| Q3 2017 | $4,139,000 | +32.6% | 82,121 | +32.7% | 0.00% | 0.0% |
| Q2 2017 | $3,121,000 | +1.6% | 61,899 | +1.7% | 0.00% | 0.0% |
| Q1 2017 | $3,072,000 | -3.9% | 60,882 | -4.0% | 0.00% | 0.0% |
| Q4 2016 | $3,198,000 | +54.4% | 63,431 | +55.6% | 0.00% | +100.0% |
| Q3 2016 | $2,071,000 | -24.6% | 40,761 | -24.3% | 0.00% | -50.0% |
| Q2 2016 | $2,745,000 | +5.3% | 53,871 | +5.0% | 0.00% | 0.0% |
| Q1 2016 | $2,606,000 | +15.9% | 51,314 | +15.1% | 0.00% | +100.0% |
| Q4 2015 | $2,248,000 | -7.0% | 44,572 | -6.4% | 0.00% | -50.0% |
| Q3 2015 | $2,418,000 | -42.2% | 47,604 | -42.3% | 0.00% | -33.3% |
| Q2 2015 | $4,181,000 | +73.5% | 82,456 | +73.6% | 0.00% | +50.0% |
| Q1 2015 | $2,410,000 | +13.4% | 47,487 | +13.0% | 0.00% | +100.0% |
| Q4 2014 | $2,125,000 | – | 42,022 | – | 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% |