SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,568,189 | -18.2% | 53,007 | -19.1% | 1.17% | -24.0% |
| Q3 2023 | $3,138,040 | -49.0% | 65,526 | -48.9% | 1.53% | -46.8% |
| Q2 2023 | $6,157,688 | +8.3% | 128,125 | +10.0% | 2.88% | +2.9% |
| Q1 2023 | $5,685,157 | +633.6% | 116,523 | +625.3% | 2.80% | +659.3% |
| Q4 2022 | $774,976 | -20.4% | 16,065 | -20.3% | 0.37% | -23.9% |
| Q3 2022 | $973,000 | -36.4% | 20,166 | -35.1% | 0.48% | -35.7% |
| Q2 2022 | $1,529,000 | -39.2% | 31,074 | -38.8% | 0.75% | -37.0% |
| Q1 2022 | $2,516,000 | -3.5% | 50,795 | -0.9% | 1.20% | -3.6% |
| Q4 2021 | $2,606,000 | -1.3% | 51,258 | -0.6% | 1.24% | -10.9% |
| Q3 2021 | $2,640,000 | -0.0% | 51,566 | 0.0% | 1.39% | -8.2% |
| Q2 2021 | $2,641,000 | -6.3% | 51,566 | -6.1% | 1.52% | -14.4% |
| Q1 2021 | $2,818,000 | -36.3% | 54,916 | -36.2% | 1.77% | -36.6% |
| Q4 2020 | $4,421,000 | -7.9% | 86,033 | -7.7% | 2.80% | -15.6% |
| Q3 2020 | $4,801,000 | +9.7% | 93,225 | +10.0% | 3.32% | +0.5% |
| Q2 2020 | $4,375,000 | -25.4% | 84,736 | -25.2% | 3.30% | -38.9% |
| Q1 2020 | $5,861,000 | -29.8% | 113,294 | -31.5% | 5.41% | -16.8% |
| Q4 2019 | $8,348,000 | +1.5% | 165,382 | +1.7% | 6.50% | -10.2% |
| Q3 2019 | $8,228,000 | +23.2% | 162,640 | +23.2% | 7.24% | +34.9% |
| Q2 2019 | $6,679,000 | +37.2% | 132,013 | +36.1% | 5.37% | +42.7% |
| Q1 2019 | $4,869,000 | -33.7% | 97,012 | -34.1% | 3.76% | -24.1% |
| Q4 2018 | $7,347,000 | -19.6% | 147,202 | -20.1% | 4.96% | +3.7% |
| Q3 2018 | $9,135,000 | -0.3% | 184,289 | +0.1% | 4.78% | -2.5% |
| Q2 2018 | $9,158,000 | +5.7% | 184,123 | +5.9% | 4.90% | +1.4% |
| Q1 2018 | $8,668,000 | +7.6% | 173,913 | +8.0% | 4.83% | +6.7% |
| Q4 2017 | $8,059,000 | -11.7% | 161,081 | -11.0% | 4.53% | -11.6% |
| Q3 2017 | $9,123,000 | +1.4% | 181,006 | +1.5% | 5.12% | -0.9% |
| Q2 2017 | $8,995,000 | +20.2% | 178,394 | +20.3% | 5.16% | +12.3% |
| Q1 2017 | $7,483,000 | +1.6% | 148,286 | +1.5% | 4.60% | -9.8% |
| Q4 2016 | $7,367,000 | -0.3% | 146,122 | +0.5% | 5.10% | +2.3% |
| Q3 2016 | $7,387,000 | +7.8% | 145,449 | +8.2% | 4.98% | +2.0% |
| Q2 2016 | $6,852,000 | -44.5% | 134,452 | -44.7% | 4.89% | -46.4% |
| Q1 2016 | $12,353,000 | +2.2% | 243,167 | +1.5% | 9.12% | +1.1% |
| Q4 2015 | $12,088,000 | +8.4% | 239,642 | +9.1% | 9.02% | -0.2% |
| Q3 2015 | $11,155,000 | +2.0% | 219,585 | +1.9% | 9.04% | +1.6% |
| Q2 2015 | $10,932,000 | +1.3% | 215,572 | +1.4% | 8.90% | +0.4% |
| Q1 2015 | $10,792,000 | -46.3% | 212,648 | -46.4% | 8.86% | -8.0% |
| Q4 2014 | $20,085,000 | – | 397,024 | – | 9.63% | – |
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% |