SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,812,144 | -1.2% | 184,008 | -0.9% | 1.86% | +2.0% |
| Q2 2023 | $8,921,282 | -0.9% | 185,628 | +0.6% | 1.82% | -5.2% |
| Q1 2023 | $9,005,415 | +8.2% | 184,575 | +7.0% | 1.92% | +1.4% |
| Q4 2022 | $8,325,211 | +9.7% | 172,579 | +9.7% | 1.90% | -8.8% |
| Q3 2022 | $7,591,000 | -7.5% | 157,290 | -5.7% | 2.08% | -5.7% |
| Q2 2022 | $8,206,000 | +51.6% | 166,823 | +52.7% | 2.21% | -10.4% |
| Q1 2022 | $5,413,000 | -29.8% | 109,273 | -28.0% | 2.46% | +13.3% |
| Q4 2021 | $7,716,000 | +0.5% | 151,732 | +1.2% | 2.17% | -15.8% |
| Q3 2021 | $7,679,000 | +1.4% | 150,004 | +1.4% | 2.58% | -6.1% |
| Q2 2021 | $7,576,000 | +3.1% | 147,920 | +3.3% | 2.75% | -13.3% |
| Q1 2021 | $7,348,000 | +0.2% | 143,201 | +0.3% | 3.17% | -4.0% |
| Q4 2020 | $7,336,000 | +10.3% | 142,754 | +10.5% | 3.31% | -3.9% |
| Q3 2020 | $6,653,000 | +11.4% | 129,192 | +11.7% | 3.44% | +4.6% |
| Q2 2020 | $5,974,000 | +17.6% | 115,703 | +17.8% | 3.29% | -0.8% |
| Q1 2020 | $5,082,000 | -23.6% | 98,247 | -25.5% | 3.32% | -3.5% |
| Q4 2019 | $6,653,000 | +2.9% | 131,795 | +3.1% | 3.43% | -1.9% |
| Q3 2019 | $6,465,000 | +4.4% | 127,793 | +4.4% | 3.50% | +3.7% |
| Q2 2019 | $6,193,000 | +4.6% | 122,417 | +3.7% | 3.37% | +2.5% |
| Q1 2019 | $5,923,000 | -1.4% | 118,008 | -1.9% | 3.29% | -12.5% |
| Q4 2018 | $6,007,000 | -10.9% | 120,353 | -11.5% | 3.76% | +0.2% |
| Q3 2018 | $6,743,000 | +4.5% | 136,031 | +4.8% | 3.75% | 0.0% |
| Q2 2018 | $6,455,000 | +1.0% | 129,770 | +1.2% | 3.75% | -1.1% |
| Q1 2018 | $6,389,000 | +5.2% | 128,185 | +5.6% | 3.79% | +7.8% |
| Q4 2017 | $6,073,000 | +19.3% | 121,397 | +20.2% | 3.52% | +13.5% |
| Q3 2017 | $5,091,000 | +3.5% | 101,009 | +3.5% | 3.10% | -7.4% |
| Q2 2017 | $4,919,000 | +6.2% | 97,562 | +6.3% | 3.35% | +2.6% |
| Q1 2017 | $4,631,000 | +31.7% | 91,766 | +31.6% | 3.26% | +25.2% |
| Q4 2016 | $3,515,000 | +6.5% | 69,708 | +7.3% | 2.61% | +4.1% |
| Q3 2016 | $3,299,000 | +8.9% | 64,946 | +9.3% | 2.50% | +1.3% |
| Q2 2016 | $3,029,000 | -42.1% | 59,440 | -42.3% | 2.47% | +14.2% |
| Q1 2016 | $5,230,000 | +135.6% | 102,934 | +133.9% | 2.16% | +13.5% |
| Q4 2015 | $2,220,000 | – | 44,014 | – | 1.91% | – |
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% |