SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,810,569 | -7.9% | 37,807 | -7.6% | 0.17% | -6.2% |
| Q2 2023 | $1,966,734 | -11.9% | 40,922 | -10.6% | 0.18% | -5.9% |
| Q1 2023 | $2,232,248 | -85.8% | 45,752 | -86.0% | 0.19% | -87.4% |
| Q4 2022 | $15,736,204 | +421.4% | 326,207 | +421.5% | 1.50% | +316.1% |
| Q3 2022 | $3,018,000 | -4.9% | 62,546 | -3.1% | 0.36% | -2.4% |
| Q2 2022 | $3,175,000 | -60.6% | 64,548 | -60.3% | 0.37% | -55.2% |
| Q1 2022 | $8,061,000 | -0.0% | 162,719 | +2.6% | 0.82% | +1.4% |
| Q4 2021 | $8,065,000 | -11.1% | 158,603 | -10.5% | 0.81% | -10.2% |
| Q3 2021 | $9,074,000 | -1.3% | 177,258 | -1.2% | 0.90% | -1.3% |
| Q2 2021 | $9,191,000 | +19.9% | 179,438 | +20.1% | 0.92% | +13.3% |
| Q1 2021 | $7,666,000 | +28.2% | 149,404 | +28.4% | 0.81% | +12.7% |
| Q4 2020 | $5,982,000 | +20.4% | 116,397 | +20.7% | 0.72% | +4.2% |
| Q3 2020 | $4,967,000 | +9.5% | 96,454 | +9.8% | 0.69% | -0.9% |
| Q2 2020 | $4,536,000 | -9.0% | 87,865 | -8.8% | 0.70% | -26.7% |
| Q1 2020 | $4,986,000 | -7.2% | 96,384 | -9.4% | 0.95% | +7.4% |
| Q4 2019 | $5,370,000 | -19.4% | 106,378 | -19.3% | 0.88% | -26.7% |
| Q3 2019 | $6,666,000 | +12.1% | 131,757 | +12.1% | 1.20% | +5.6% |
| Q2 2019 | $5,948,000 | +67.7% | 117,573 | +66.4% | 1.14% | +51.8% |
| Q1 2019 | $3,547,000 | +73.6% | 70,669 | +72.6% | 0.75% | +33.4% |
| Q4 2018 | $2,043,000 | -18.2% | 40,940 | -18.8% | 0.56% | -0.7% |
| Q3 2018 | $2,499,000 | +8.8% | 50,419 | +9.2% | 0.57% | -2.1% |
| Q2 2018 | $2,296,000 | +4.7% | 46,152 | +4.9% | 0.58% | +10.7% |
| Q1 2018 | $2,192,000 | +3.8% | 43,978 | +4.2% | 0.52% | +2.5% |
| Q4 2017 | $2,112,000 | +10.6% | 42,206 | +11.4% | 0.51% | +4.5% |
| Q3 2017 | $1,910,000 | -4.1% | 37,897 | -4.0% | 0.49% | -12.2% |
| Q2 2017 | $1,991,000 | -32.3% | 39,479 | -32.4% | 0.56% | -39.2% |
| Q1 2017 | $2,943,000 | 0.0% | 58,365 | 0.0% | 0.91% | 0.0% |
| Q4 2016 | $2,943,000 | +20.4% | 58,365 | +21.3% | 0.91% | +17.8% |
| Q3 2016 | $2,444,000 | +73.2% | 48,115 | +73.7% | 0.78% | +58.4% |
| Q2 2016 | $1,411,000 | +30.8% | 27,696 | +30.4% | 0.49% | +10.4% |
| Q1 2016 | $1,079,000 | +188.5% | 21,243 | +188.9% | 0.44% | +149.4% |
| Q3 2015 | $374,000 | – | 7,354 | – | 0.18% | – |
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% |