SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,154 | -6.0% | 4,660 | -5.7% | 0.02% | -7.7% |
| Q2 2023 | $237,450 | -47.0% | 4,941 | -46.2% | 0.03% | -49.0% |
| Q1 2023 | $448,222 | -25.1% | 9,187 | -26.0% | 0.05% | -31.1% |
| Q4 2022 | $598,520 | -15.9% | 12,407 | -15.9% | 0.07% | -23.7% |
| Q3 2022 | $712,000 | -10.0% | 14,757 | -8.2% | 0.10% | -7.6% |
| Q2 2022 | $791,000 | +17.2% | 16,083 | +18.0% | 0.10% | +26.5% |
| Q1 2022 | $675,000 | +4.7% | 13,629 | +7.4% | 0.08% | +5.1% |
| Q4 2021 | $645,000 | -1.5% | 12,685 | -0.9% | 0.08% | -7.1% |
| Q3 2021 | $655,000 | 0.0% | 12,797 | +0.1% | 0.08% | -2.3% |
| Q2 2021 | $655,000 | 0.0% | 12,787 | +0.1% | 0.09% | -10.3% |
| Q1 2021 | $655,000 | -12.7% | 12,775 | -12.5% | 0.10% | -21.1% |
| Q4 2020 | $750,000 | 0.0% | 14,592 | +0.2% | 0.12% | -15.2% |
| Q3 2020 | $750,000 | -0.5% | 14,558 | -0.3% | 0.14% | -5.8% |
| Q2 2020 | $754,000 | +10.7% | 14,602 | +10.9% | 0.15% | +2.0% |
| Q1 2020 | $681,000 | -14.4% | 13,171 | -16.5% | 0.15% | +7.1% |
| Q4 2019 | $796,000 | -2.3% | 15,766 | -2.1% | 0.14% | -9.6% |
| Q3 2019 | $815,000 | +5.7% | 16,112 | +5.8% | 0.16% | +3.3% |
| Q2 2019 | $771,000 | -22.4% | 15,233 | -23.1% | 0.15% | -25.6% |
| Q1 2019 | $994,000 | -19.7% | 19,810 | -20.1% | 0.20% | -26.4% |
| Q4 2018 | $1,238,000 | +18.2% | 24,805 | +17.5% | 0.28% | +19.5% |
| Q3 2018 | $1,047,000 | +3.4% | 21,115 | +3.7% | 0.23% | -20.1% |
| Q2 2018 | $1,013,000 | -1.5% | 20,368 | -1.2% | 0.29% | -4.6% |
| Q1 2018 | $1,028,000 | -4.3% | 20,618 | -4.0% | 0.30% | -3.2% |
| Q4 2017 | $1,074,000 | – | 21,467 | – | 0.31% | – |
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% |