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 | $5,898,348 | +0.1% | 123,165 | +0.4% | 0.04% | 0.0% |
| Q2 2023 | $5,893,349 | +29.8% | 122,625 | +31.8% | 0.04% | +20.7% |
| Q1 2023 | $4,540,418 | +771.0% | 93,060 | +761.1% | 0.03% | +625.0% |
| Q4 2022 | $521,313 | +42.8% | 10,807 | +42.8% | 0.00% | +33.3% |
| Q3 2022 | $365,000 | -11.4% | 7,570 | -9.7% | 0.00% | 0.0% |
| Q2 2022 | $412,000 | +42.6% | 8,384 | +43.7% | 0.00% | +50.0% |
| Q1 2022 | $289,000 | -63.7% | 5,836 | -62.8% | 0.00% | -66.7% |
| Q4 2021 | $797,000 | -42.2% | 15,671 | -41.8% | 0.01% | -45.5% |
| Q3 2021 | $1,379,000 | -81.5% | 26,938 | -81.5% | 0.01% | -83.1% |
| Q2 2021 | $7,472,000 | +62.9% | 145,890 | +63.2% | 0.06% | +41.3% |
| Q1 2021 | $4,587,000 | +13.8% | 89,393 | +14.0% | 0.05% | 0.0% |
| Q4 2020 | $4,030,000 | -66.1% | 78,420 | -66.0% | 0.05% | -72.9% |
| Q3 2020 | $11,890,000 | +63.3% | 230,864 | +63.7% | 0.17% | +50.4% |
| Q2 2020 | $7,282,000 | +234.7% | 141,039 | +235.4% | 0.11% | +126.0% |
| Q1 2020 | $2,176,000 | +26.9% | 42,055 | +23.8% | 0.05% | +35.1% |
| Q4 2019 | $1,715,000 | +278.6% | 33,975 | +279.6% | 0.04% | +184.6% |
| Q3 2019 | $453,000 | +111.7% | 8,950 | +111.5% | 0.01% | +116.7% |
| Q2 2019 | $214,000 | -21.6% | 4,231 | -22.3% | 0.01% | -68.4% |
| Q1 2019 | $273,000 | +30.6% | 5,447 | +30.1% | 0.02% | +5.6% |
| Q4 2017 | $209,000 | – | 4,187 | – | 0.02% | – |
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% |