SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,455,506 | -56.1% | 343,602 | -56.0% | 0.02% | -64.2% |
| Q2 2023 | $37,501,200 | -17.5% | 780,423 | -16.2% | 0.07% | -22.1% |
| Q1 2023 | $45,457,193 | +6.4% | 931,804 | +5.2% | 0.09% | -1.1% |
| Q4 2022 | $42,727,949 | +6.0% | 885,726 | +6.0% | 0.09% | -5.4% |
| Q3 2022 | $40,318,000 | -0.2% | 835,424 | +1.7% | 0.09% | +3.4% |
| Q2 2022 | $40,398,000 | +26.1% | 821,623 | +18.4% | 0.09% | +43.5% |
| Q1 2022 | $32,030,000 | +10.2% | 693,790 | +20.9% | 0.06% | +12.7% |
| Q4 2021 | $29,070,000 | +0.2% | 573,639 | +1.4% | 0.06% | -8.3% |
| Q3 2021 | $28,999,000 | -30.4% | 565,646 | -30.5% | 0.06% | -33.3% |
| Q2 2021 | $41,648,000 | -10.6% | 814,224 | -10.3% | 0.09% | -19.6% |
| Q1 2021 | $46,596,000 | -0.9% | 908,064 | -0.8% | 0.11% | -11.1% |
| Q4 2020 | $47,015,000 | +6.2% | 915,160 | +6.4% | 0.13% | -4.5% |
| Q3 2020 | $44,265,000 | +2.7% | 860,200 | +2.9% | 0.13% | -9.0% |
| Q2 2020 | $43,097,000 | +28.4% | 835,617 | -74.5% | 0.14% | +5.8% |
| Q1 2020 | $33,570,000 | – | 3,276,118 | – | 0.14% | – |
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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% |