SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $33,832,642 | -35.2% | 701,340 | -35.2% | 16.59% | -37.7% |
| Q3 2022 | $52,247,000 | +12.4% | 1,082,614 | +14.5% | 26.64% | +14.6% |
| Q2 2022 | $46,496,000 | +468.0% | 945,226 | +472.0% | 23.25% | +514.1% |
| Q1 2022 | $8,186,000 | +421.7% | 165,247 | +435.6% | 3.79% | +493.4% |
| Q4 2021 | $1,569,000 | +15.7% | 30,855 | +16.5% | 0.64% | +8.1% |
| Q3 2021 | $1,356,000 | +7.9% | 26,485 | +7.9% | 0.59% | +2.4% |
| Q2 2021 | $1,257,000 | +20.3% | 24,536 | +20.4% | 0.58% | -1.4% |
| Q1 2021 | $1,045,000 | -9.4% | 20,371 | -9.3% | 0.58% | -21.5% |
| Q4 2020 | $1,154,000 | -3.3% | 22,463 | -3.0% | 0.74% | -11.1% |
| Q3 2020 | $1,193,000 | -88.4% | 23,163 | -88.4% | 0.84% | -88.8% |
| Q2 2020 | $10,276,000 | -80.5% | 199,026 | -80.5% | 7.47% | -82.9% |
| Q1 2020 | $52,795,000 | +4277.7% | 1,020,590 | +4172.0% | 43.68% | +4955.3% |
| Q4 2019 | $1,206,000 | +2.8% | 23,890 | +2.8% | 0.86% | -0.3% |
| Q3 2019 | $1,173,000 | +27.9% | 23,246 | +28.3% | 0.87% | +18.0% |
| Q2 2019 | $917,000 | – | 18,118 | – | 0.74% | – |
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% |