SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $35 | -99.9% | 723 | 0.0% | 0.01% | -13.3% |
| Q3 2022 | $35,000 | -2.8% | 723 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $36,000 | 0.0% | 723 | 0.0% | 0.02% | +25.0% |
| Q1 2022 | $36,000 | -2.7% | 723 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $37,000 | 0.0% | 723 | 0.0% | 0.01% | -13.3% |
| Q3 2021 | $37,000 | -9.8% | 723 | -9.5% | 0.02% | -21.1% |
| Q2 2021 | $41,000 | 0.0% | 799 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $41,000 | -10.9% | 799 | -11.5% | 0.02% | -28.6% |
| Q4 2020 | $46,000 | +35.3% | 903 | +35.4% | 0.03% | +16.7% |
| Q3 2020 | $34,000 | 0.0% | 667 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $34,000 | -42.4% | 667 | -41.3% | 0.02% | -50.0% |
| Q1 2020 | $59,000 | -28.9% | 1,137 | -30.8% | 0.05% | -13.8% |
| Q4 2019 | $83,000 | +20.3% | 1,644 | +20.9% | 0.06% | +48.7% |
| Q3 2019 | $69,000 | +3.0% | 1,360 | +2.0% | 0.04% | +2.6% |
| Q2 2019 | $67,000 | -76.0% | 1,333 | -76.1% | 0.04% | -76.5% |
| Q1 2019 | $279,000 | -22.5% | 5,568 | -22.9% | 0.16% | -26.7% |
| Q4 2018 | $360,000 | +4.3% | 7,223 | +5.6% | 0.22% | -9.4% |
| Q1 2017 | $345,000 | – | 6,839 | – | 0.24% | – |
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% |