SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,637,693 | +4.8% | 97,247 | +5.2% | 1.94% | +6.0% |
| Q2 2023 | $4,424,104 | +151.3% | 92,471 | +155.6% | 1.83% | +136.3% |
| Q1 2023 | $1,760,775 | +21.3% | 36,172 | +20.2% | 0.78% | +12.6% |
| Q4 2022 | $1,451,518 | +30.8% | 30,090 | +30.9% | 0.69% | +11.1% |
| Q3 2022 | $1,110,000 | +77.3% | 22,989 | +81.2% | 0.62% | +109.8% |
| Q2 2022 | $626,000 | -91.6% | 12,687 | -91.4% | 0.30% | -93.2% |
| Q4 2019 | $7,460,000 | -99.9% | 147,784 | +9.9% | 4.31% | +5.3% |
| Q3 2019 | $6,799,282,000 | +103342.6% | 134,493 | +3.8% | 4.10% | -2.3% |
| Q2 2019 | $6,573,000 | +72.3% | 129,509 | +69.9% | 4.19% | +68.1% |
| Q1 2019 | $3,815,000 | +1496.2% | 76,243 | +1493.0% | 2.49% | +1357.3% |
| Q4 2018 | $239,000 | +3.5% | 4,786 | +2.5% | 0.17% | -1.7% |
| Q3 2018 | $231,000 | -25.5% | 4,671 | -25.4% | 0.17% | -37.0% |
| Q1 2018 | $310,000 | – | 6,259 | – | 0.28% | – |
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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% |