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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $272,218 | +0.1% | 5,643 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $272,000 | -15.5% | 5,643 | -13.7% | 0.01% | 0.0% |
| Q2 2022 | $322,000 | -0.6% | 6,536 | -0.2% | 0.01% | +14.3% |
| Q1 2022 | $324,000 | -2.7% | 6,548 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $333,000 | -0.6% | 6,548 | 0.0% | 0.01% | -22.2% |
| Q3 2021 | $335,000 | -1.2% | 6,548 | -1.0% | 0.01% | +12.5% |
| Q2 2021 | $339,000 | +3.4% | 6,611 | +3.3% | 0.01% | -11.1% |
| Q1 2021 | $328,000 | -0.6% | 6,399 | -0.4% | 0.01% | -10.0% |
| Q4 2020 | $330,000 | -0.3% | 6,425 | +0.0% | 0.01% | -9.1% |
| Q3 2020 | $331,000 | +14.1% | 6,422 | +14.2% | 0.01% | +10.0% |
| Q2 2020 | $290,000 | -0.7% | 5,623 | -0.5% | 0.01% | -23.1% |
| Q1 2020 | $292,000 | +183.5% | 5,652 | +172.5% | 0.01% | +160.0% |
| Q3 2018 | $103,000 | +9.6% | 2,074 | +9.5% | 0.01% | +25.0% |
| Q1 2018 | $94,000 | -1.1% | 1,894 | +0.1% | 0.00% | 0.0% |
| Q4 2017 | $95,000 | -62.0% | 1,893 | -61.9% | 0.00% | -75.0% |
| Q4 2016 | $250,000 | – | 4,966 | – | 0.02% | – |
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% |