SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,665,542 | -48.0% | 55,661 | -46.9% | 0.12% | +6.2% |
| Q2 2023 | $5,125,748 | +75.4% | 104,884 | +78.3% | 0.11% | -11.0% |
| Q1 2023 | $2,922,740 | +66280.6% | 58,832 | -33.7% | 0.13% | +7.6% |
| Q4 2022 | $4,403 | -99.8% | 88,671 | +60.7% | 0.12% | +63.9% |
| Q3 2022 | $2,746,000 | -2.0% | 55,169 | -2.1% | 0.07% | -18.2% |
| Q2 2022 | $2,803,000 | -15.8% | 56,347 | -15.8% | 0.09% | +109.5% |
| Q1 2022 | $3,329,000 | +539.0% | 66,952 | +556.0% | 0.04% | +320.0% |
| Q4 2021 | $521,000 | +17.1% | 10,206 | +17.3% | 0.01% | +11.1% |
| Q3 2021 | $445,000 | +4.7% | 8,700 | +3.8% | 0.01% | 0.0% |
| Q2 2021 | $425,000 | -15.2% | 8,378 | -14.8% | 0.01% | -10.0% |
| Q1 2021 | $501,000 | -24.2% | 9,831 | -24.0% | 0.01% | -63.0% |
| Q4 2020 | $661,000 | +36.9% | 12,934 | +37.7% | 0.03% | -6.9% |
| Q3 2020 | $483,000 | +23.2% | 9,394 | +22.8% | 0.03% | -6.5% |
| Q2 2020 | $392,000 | +75.8% | 7,651 | +76.7% | 0.03% | +34.8% |
| Q1 2020 | $223,000 | +100.9% | 4,331 | +94.1% | 0.02% | +187.5% |
| Q4 2019 | $111,000 | -57.3% | 2,231 | -56.5% | 0.01% | -52.9% |
| Q3 2019 | $260,000 | +138.5% | 5,131 | +136.1% | 0.02% | +13.3% |
| Q1 2019 | $109,000 | -65.0% | 2,173 | -65.2% | 0.02% | -21.1% |
| Q4 2018 | $311,000 | +10.7% | 6,246 | +10.0% | 0.02% | +72.7% |
| Q3 2018 | $281,000 | +8.9% | 5,678 | +9.7% | 0.01% | 0.0% |
| Q2 2018 | $258,000 | -11.9% | 5,178 | -11.5% | 0.01% | -15.4% |
| Q1 2018 | $293,000 | 0.0% | 5,854 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $293,000 | +28.5% | 5,854 | +29.6% | 0.01% | +44.4% |
| Q3 2017 | $228,000 | +50.0% | 4,517 | +49.6% | 0.01% | +28.6% |
| Q1 2017 | $152,000 | +230.4% | 3,020 | +233.7% | 0.01% | +250.0% |
| Q4 2016 | $46,000 | +557.1% | 905 | +515.6% | 0.00% | – |
| Q3 2016 | $7,000 | -87.9% | 147 | -87.0% | 0.00% | -100.0% |
| Q2 2016 | $58,000 | -46.8% | 1,134 | -47.8% | 0.00% | -80.0% |
| Q1 2016 | $109,000 | +1457.1% | 2,173 | +1378.2% | 0.02% | – |
| Q4 2015 | $7,000 | – | 147 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,355,672 | $66,143,249 | 21.28% |
| Morningstar Investment Management LLC | 2,060,262 | $100,520 | 14.98% |
| Edgehill Endowment Partners, LLC | 1,259,008 | $61,427,003 | 12.27% |
| FLC Capital Advisors | 675,279 | $32,946,846 | 10.08% |
| Northeast Financial Group, Inc. | 285,137 | $13,859,334 | 10.00% |
| Altiora Financial Group, LLC | 439,503 | $21,443,335 | 9.89% |
| United Capital Management of KS, Inc. | 520,018 | $25,371,654 | 9.45% |
| Bell Investment Advisors, Inc | 825,770 | $40,289,336 | 9.43% |
| LOWERY THOMAS, LLC | 175,148 | $8,545,494 | 9.42% |
| Passive Capital Management, LLC. | 438,663 | $21,402,346 | 9.34% |