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 | $1,798,230 | -10.9% | 37,549 | -10.6% | 0.04% | -13.3% |
| Q2 2023 | $2,018,873 | -9.0% | 42,007 | -7.6% | 0.04% | -13.5% |
| Q1 2023 | $2,218,504 | -60.2% | 45,470 | -60.6% | 0.05% | -67.9% |
| Q4 2022 | $5,570,995 | +413.5% | 115,485 | +413.7% | 0.16% | +305.0% |
| Q3 2022 | $1,085,000 | -3.3% | 22,483 | -1.4% | 0.04% | -16.7% |
| Q2 2022 | $1,122,000 | -16.2% | 22,813 | -15.6% | 0.05% | -5.9% |
| Q1 2022 | $1,339,000 | -12.1% | 27,022 | -9.8% | 0.05% | -5.6% |
| Q4 2021 | $1,523,000 | -9.6% | 29,957 | -9.0% | 0.05% | -19.4% |
| Q3 2021 | $1,685,000 | +12.1% | 32,908 | +12.1% | 0.07% | +8.1% |
| Q2 2021 | $1,503,000 | -2.7% | 29,351 | -2.5% | 0.06% | -13.9% |
| Q1 2021 | $1,545,000 | +4.9% | 30,116 | +5.1% | 0.07% | -6.5% |
| Q4 2020 | $1,473,000 | -7.4% | 28,668 | -7.2% | 0.08% | -30.0% |
| Q3 2020 | $1,591,000 | +98.6% | 30,884 | +99.0% | 0.11% | +89.7% |
| Q2 2020 | $801,000 | +6.5% | 15,516 | +6.7% | 0.06% | -13.4% |
| Q1 2020 | $752,000 | +82.5% | 14,545 | +78.0% | 0.07% | +109.4% |
| Q4 2019 | $412,000 | +19.8% | 8,170 | +20.0% | 0.03% | +3.2% |
| Q3 2019 | $344,000 | +156.7% | 6,807 | +156.7% | 0.03% | +210.0% |
| Q2 2019 | $134,000 | +168.0% | 2,652 | +168.7% | 0.01% | +42.9% |
| Q1 2019 | $50,000 | +38.9% | 987 | +35.4% | 0.01% | +16.7% |
| Q4 2018 | $36,000 | +111.8% | 729 | +116.3% | 0.01% | +50.0% |
| Q3 2018 | $17,000 | +30.8% | 337 | +33.7% | 0.00% | +33.3% |
| Q2 2018 | $13,000 | +116.7% | 252 | +104.9% | 0.00% | +200.0% |
| Q1 2018 | $6,000 | +100.0% | 123 | +83.6% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 67 | 0.0% | 0.00% | -100.0% |
| Q3 2017 | $3,000 | -98.0% | 67 | -97.8% | 0.00% | -97.8% |
| Q2 2017 | $152,000 | – | 3,013 | – | 0.04% | – |
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% |