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 | $11,759,150 | -1.8% | 245,545 | -1.4% | 2.33% | +0.6% |
| Q2 2023 | $11,974,245 | -7.0% | 249,152 | -5.6% | 2.32% | -13.6% |
| Q1 2023 | $12,875,841 | +3.4% | 263,903 | +2.3% | 2.68% | -6.1% |
| Q4 2022 | $12,447,897 | +11.8% | 258,041 | +11.9% | 2.86% | +8.0% |
| Q3 2022 | $11,132,000 | -4.2% | 230,671 | -2.3% | 2.64% | +8.3% |
| Q2 2022 | $11,620,000 | +9.4% | 236,162 | +10.1% | 2.44% | +10.7% |
| Q1 2022 | $10,623,000 | -9.6% | 214,427 | -8.7% | 2.20% | -10.3% |
| Q4 2021 | $11,755,000 | -3.8% | 234,903 | -1.5% | 2.46% | -11.0% |
| Q3 2021 | $12,213,000 | -5.5% | 238,579 | -5.5% | 2.76% | -6.5% |
| Q2 2021 | $12,927,000 | -0.4% | 252,386 | -0.2% | 2.96% | -5.4% |
| Q1 2021 | $12,975,000 | +15.3% | 252,928 | +15.5% | 3.12% | +9.6% |
| Q4 2020 | $11,250,000 | +50.2% | 218,991 | +50.6% | 2.85% | +11.2% |
| Q3 2020 | $7,490,000 | +4.0% | 145,428 | +4.1% | 2.56% | +1.9% |
| Q2 2020 | $7,199,000 | +14.1% | 139,703 | +14.5% | 2.52% | -14.1% |
| Q1 2020 | $6,309,000 | -10.1% | 121,965 | -12.2% | 2.93% | +7.1% |
| Q4 2019 | $7,014,000 | +4.8% | 138,940 | +5.0% | 2.74% | -4.6% |
| Q3 2019 | $6,694,000 | +9.4% | 132,315 | +9.4% | 2.87% | +6.3% |
| Q2 2019 | $6,121,000 | +13.4% | 120,933 | +12.4% | 2.70% | +9.8% |
| Q1 2019 | $5,399,000 | -2.9% | 107,577 | -3.4% | 2.46% | -1.5% |
| Q4 2018 | $5,561,000 | – | 111,408 | – | 2.50% | – |
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% |