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 | $2,733,155 | -24.0% | 57,072 | -23.7% | 2.29% | -27.8% |
Q2 2023 | $3,594,844 | -11.9% | 74,799 | -10.6% | 3.17% | -20.5% |
Q1 2023 | $4,080,134 | +13.7% | 83,626 | +12.4% | 3.98% | -3.2% |
Q4 2022 | $3,589,390 | -14.8% | 74,407 | -14.8% | 4.12% | -17.8% |
Q3 2022 | $4,214,000 | -49.0% | 87,309 | -48.0% | 5.00% | -41.9% |
Q2 2022 | $8,266,000 | +8.3% | 168,039 | +9.0% | 8.61% | +35.5% |
Q1 2022 | $7,635,000 | +9.4% | 154,123 | +12.3% | 6.35% | +20.4% |
Q4 2021 | $6,978,000 | +41.4% | 137,221 | +42.4% | 5.28% | +39.0% |
Q3 2021 | $4,934,000 | +5.5% | 96,385 | +5.6% | 3.80% | +0.4% |
Q2 2021 | $4,675,000 | +0.9% | 91,264 | +1.0% | 3.78% | -1.0% |
Q1 2021 | $4,635,000 | +32.7% | 90,332 | +32.9% | 3.82% | +21.3% |
Q4 2020 | $3,493,000 | -2.2% | 67,962 | -2.0% | 3.15% | -14.3% |
Q3 2020 | $3,570,000 | -34.1% | 69,322 | -33.9% | 3.68% | -41.6% |
Q2 2020 | $5,418,000 | +122.2% | 104,931 | +122.7% | 6.30% | +97.4% |
Q1 2020 | $2,438,000 | +43.9% | 47,124 | +40.5% | 3.19% | +96.6% |
Q4 2019 | $1,694,000 | – | 33,549 | – | 1.62% | – |
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% |