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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,771,476 | +2.4% | 57,667 | +3.9% | 0.56% | -7.8% |
| Q1 2023 | $2,707,796 | +6.8% | 55,499 | +5.6% | 0.60% | +3.8% |
| Q4 2022 | $2,535,446 | -26.9% | 52,559 | -26.9% | 0.58% | -37.7% |
| Q3 2022 | $3,468,000 | +76.3% | 71,860 | +79.7% | 0.93% | +70.3% |
| Q2 2022 | $1,967,000 | -52.8% | 39,985 | -52.5% | 0.55% | -45.2% |
| Q1 2022 | $4,171,000 | +140.5% | 84,185 | +146.9% | 1.00% | +139.8% |
| Q4 2021 | $1,734,000 | +164.3% | 34,095 | +166.1% | 0.42% | +130.4% |
| Q3 2021 | $656,000 | -36.7% | 12,815 | -36.5% | 0.18% | -46.9% |
| Q1 2021 | $1,036,000 | -0.1% | 20,185 | 0.0% | 0.34% | -8.1% |
| Q4 2020 | $1,037,000 | +53.9% | 20,185 | +54.3% | 0.37% | +27.5% |
| Q3 2020 | $674,000 | -0.3% | 13,085 | 0.0% | 0.29% | -9.9% |
| Q2 2020 | $676,000 | +8.2% | 13,085 | +8.3% | 0.32% | -6.9% |
| Q1 2020 | $625,000 | +2.5% | 12,085 | 0.0% | 0.35% | +20.1% |
| Q4 2019 | $610,000 | +0.5% | 12,085 | +0.7% | 0.29% | -5.9% |
| Q3 2019 | $607,000 | – | 12,000 | – | 0.31% | – |
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% |