SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,080 | -59.4% | 1,671 | +3381.2% | 0.00% | -99.8% |
| Q2 2023 | $197,443 | +371.7% | 48 | -2.0% | 0.54% | -58.3% |
| Q1 2023 | $41,858 | -71.0% | 49 | +2.1% | 1.29% | +71.0% |
| Q4 2022 | $144,456 | -99.6% | 48 | -94.1% | 0.75% | -39.8% |
| Q3 2022 | $37,034,000 | -1.9% | 816 | -2.0% | 1.25% | +6.7% |
| Q2 2022 | $37,747,000 | -8.0% | 833 | -2.0% | 1.17% | +1.9% |
| Q1 2022 | $41,030,000 | +3.9% | 850 | -20.6% | 1.15% | +29.0% |
| Q4 2021 | $39,497,000 | +77345.1% | 1,071 | +37.7% | 0.89% | +3616.7% |
| Q3 2021 | $51,000 | 0.0% | 778 | -0.4% | 0.02% | +33.3% |
| Q2 2021 | $51,000 | -99.9% | 781 | -12.1% | 0.02% | -98.1% |
| Q1 2021 | $45,612,000 | +92985.7% | 889 | -7.3% | 0.93% | +1973.3% |
| Q4 2020 | $49,000 | -100.0% | 959 | -79.3% | 0.04% | -93.9% |
| Q1 2020 | $239,291,000 | +478482.0% | 4,631 | -44.5% | 0.74% | +2079.4% |
| Q4 2019 | $50,000 | -92.2% | 8,347 | -33.9% | 0.03% | -93.8% |
| Q3 2019 | $639,000 | -12.2% | 12,630 | -12.3% | 0.55% | -7.9% |
| Q2 2019 | $728,000 | -17.4% | 14,397 | -18.2% | 0.60% | -16.3% |
| Q1 2019 | $881,000 | -59.1% | 17,610 | -59.4% | 0.71% | -68.4% |
| Q3 2018 | $2,152,000 | +4.6% | 43,363 | +4.7% | 2.25% | +16.7% |
| Q2 2018 | $2,058,000 | +8.4% | 41,430 | +8.3% | 1.93% | -0.7% |
| Q1 2018 | $1,898,000 | – | 38,244 | – | 1.94% | – |
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% |