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 | $408,242 | -5.4% | 8,525 | -5.1% | 0.09% | -8.7% |
| Q2 2023 | $431,626 | +5.8% | 8,981 | +7.4% | 0.10% | +4.0% |
| Q1 2023 | $408,101 | +11.6% | 8,364 | +10.3% | 0.10% | +3.1% |
| Q4 2022 | $365,795 | -14.3% | 7,583 | -14.2% | 0.10% | -30.4% |
| Q3 2022 | $427,000 | -4.9% | 8,838 | -3.1% | 0.14% | -9.2% |
| Q2 2022 | $449,000 | -16.9% | 9,120 | -16.3% | 0.15% | -5.0% |
| Q1 2022 | $540,000 | -28.9% | 10,899 | -27.1% | 0.16% | -29.8% |
| Q4 2021 | $760,000 | -2.2% | 14,951 | -1.5% | 0.23% | -21.6% |
| Q3 2021 | $777,000 | -3.1% | 15,180 | -3.1% | 0.29% | -7.3% |
| Q2 2021 | $802,000 | +49.1% | 15,660 | +49.4% | 0.31% | +29.8% |
| Q1 2021 | $538,000 | -24.4% | 10,481 | -24.4% | 0.24% | -35.5% |
| Q4 2020 | $712,000 | 0.0% | 13,855 | +0.2% | 0.38% | -18.5% |
| Q3 2020 | $712,000 | -24.7% | 13,830 | -24.5% | 0.46% | -31.5% |
| Q2 2020 | $946,000 | -8.2% | 18,328 | -8.0% | 0.67% | -26.2% |
| Q1 2020 | $1,030,000 | -60.3% | 19,918 | -61.2% | 0.91% | -42.8% |
| Q4 2019 | $2,592,000 | -7.3% | 51,350 | -7.1% | 1.59% | -13.9% |
| Q3 2019 | $2,796,000 | -36.5% | 55,259 | -36.5% | 1.85% | -38.5% |
| Q2 2019 | $4,402,000 | -23.2% | 87,014 | -23.8% | 3.01% | -26.0% |
| Q1 2019 | $5,733,000 | -26.2% | 114,224 | -26.6% | 4.07% | -31.9% |
| Q4 2018 | $7,770,000 | – | 155,675 | – | 5.97% | – |
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% |