SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,105,676 | -4.2% | 23,088 | -3.9% | 0.02% | 0.0% |
| Q2 2023 | $1,154,398 | +13.1% | 24,020 | +14.9% | 0.02% | -45.2% |
| Q1 2023 | $1,020,364 | -15.9% | 20,913 | -16.8% | 0.04% | -8.7% |
| Q4 2022 | $1,213,222 | +18.2% | 25,150 | +18.3% | 0.05% | -22.0% |
| Q3 2022 | $1,026,000 | +0.5% | 21,260 | +2.5% | 0.06% | -3.3% |
| Q2 2022 | $1,021,000 | -21.3% | 20,751 | -18.6% | 0.06% | -15.3% |
| Q1 2022 | $1,297,000 | 0.0% | 25,499 | 0.0% | 0.07% | +4.3% |
| Q4 2021 | $1,297,000 | -10.2% | 25,499 | -9.6% | 0.07% | -23.3% |
| Q3 2021 | $1,444,000 | +8.2% | 28,214 | +8.3% | 0.09% | +16.9% |
| Q2 2021 | $1,334,000 | +246.5% | 26,053 | +247.6% | 0.08% | +175.0% |
| Q1 2021 | $385,000 | -22.5% | 7,496 | -22.6% | 0.03% | -26.3% |
| Q4 2020 | $497,000 | +16.7% | 9,680 | +17.1% | 0.04% | +5.6% |
| Q3 2020 | $426,000 | -6.0% | 8,263 | -5.7% | 0.04% | -14.3% |
| Q2 2020 | $453,000 | -67.9% | 8,765 | -67.9% | 0.04% | -74.9% |
| Q1 2020 | $1,411,000 | -71.6% | 27,275 | -72.3% | 0.17% | -70.6% |
| Q4 2019 | $4,969,000 | -54.1% | 98,431 | -54.0% | 0.57% | -66.1% |
| Q3 2019 | $10,823,000 | -14.8% | 213,933 | -14.8% | 1.68% | -27.7% |
| Q2 2019 | $12,703,000 | – | 251,095 | – | 2.32% | – |
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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% |