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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $277,965 | +17.5% | 5,737 | +16.1% | 0.08% | +10.7% |
| Q3 2023 | $236,621 | +75.3% | 4,941 | +75.9% | 0.08% | +74.4% |
| Q2 2023 | $135,018 | -23.6% | 2,809 | -22.5% | 0.04% | -27.1% |
| Q1 2023 | $176,785 | +22.2% | 3,623 | +20.8% | 0.06% | +13.5% |
| Q4 2022 | $144,702 | +10.5% | 3,000 | +10.2% | 0.05% | +2.0% |
| Q3 2022 | $131,000 | +40.9% | 2,722 | +43.6% | 0.05% | +50.0% |
| Q2 2022 | $93,000 | +2.2% | 1,895 | +2.7% | 0.03% | +17.2% |
| Q1 2022 | $91,000 | -3.2% | 1,845 | +0.1% | 0.03% | -6.5% |
| Q4 2021 | $94,000 | +56.7% | 1,844 | +58.4% | 0.03% | +47.6% |
| Q3 2021 | $60,000 | +185.7% | 1,164 | +180.5% | 0.02% | +162.5% |
| Q2 2021 | $21,000 | +31.2% | 415 | +30.5% | 0.01% | +33.3% |
| Q1 2021 | $16,000 | 0.0% | 318 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $16,000 | 0.0% | 317 | +0.3% | 0.01% | -14.3% |
| Q3 2020 | $16,000 | 0.0% | 316 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $16,000 | +300.0% | 316 | +239.8% | 0.01% | +250.0% |
| Q1 2020 | $4,000 | 0.0% | 93 | +1.1% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | 0.0% | 92 | +1.1% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | -50.0% | 91 | -4.2% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +100.0% | 95 | +5.6% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | – | 90 | – | 0.00% | – |
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% |