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 | $378,714 | +14.8% | 7,908 | +15.2% | 0.06% | +16.1% |
| Q2 2023 | $329,788 | -7.1% | 6,862 | -5.7% | 0.06% | -8.2% |
| Q1 2023 | $355,045 | -4.5% | 7,277 | -5.6% | 0.06% | -7.6% |
| Q4 2022 | $371,786 | +7.1% | 7,707 | +7.2% | 0.07% | 0.0% |
| Q3 2022 | $347,000 | +52.9% | 7,191 | +55.8% | 0.07% | +61.0% |
| Q2 2022 | $227,000 | +144.1% | 4,616 | +149.9% | 0.04% | +2.5% |
| Q2 2019 | $93,000 | -45.3% | 1,847 | -45.6% | 0.04% | -47.4% |
| Q1 2019 | $170,000 | +240.0% | 3,394 | +239.4% | 0.08% | +204.0% |
| Q4 2018 | $50,000 | +92.3% | 1,000 | +90.5% | 0.02% | +108.3% |
| Q3 2018 | $26,000 | +160.0% | 525 | +162.5% | 0.01% | +140.0% |
| Q2 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $10,000 | – | 200 | – | 0.01% | – |
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% |