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 | $1,118,710 | -2.6% | 23,360 | -2.3% | 0.48% | +0.6% |
| Q2 2023 | $1,148,634 | -68.2% | 23,900 | -67.7% | 0.48% | -69.5% |
| Q1 2023 | $3,609,289 | +15.4% | 73,976 | +14.1% | 1.56% | +2.6% |
| Q4 2022 | $3,128,460 | +35.2% | 64,852 | +35.3% | 1.52% | +30.6% |
| Q3 2022 | $2,314,000 | +207.3% | 47,946 | +213.1% | 1.16% | +212.9% |
| Q2 2022 | $753,000 | +1.3% | 15,314 | +2.1% | 0.37% | +30.5% |
| Q1 2022 | $743,000 | +0.3% | 15,006 | +3.0% | 0.28% | +4.8% |
| Q4 2021 | $741,000 | -31.3% | 14,565 | -30.8% | 0.27% | -34.6% |
| Q3 2021 | $1,078,000 | -9.5% | 21,050 | -9.4% | 0.42% | -13.7% |
| Q2 2021 | $1,191,000 | +1.3% | 23,246 | +1.4% | 0.48% | -11.4% |
| Q1 2021 | $1,176,000 | +0.1% | 22,917 | +0.2% | 0.54% | -15.1% |
| Q4 2020 | $1,175,000 | -28.4% | 22,873 | -28.3% | 0.64% | -41.0% |
| Q3 2020 | $1,642,000 | -78.5% | 31,898 | -78.5% | 1.09% | -82.4% |
| Q2 2020 | $7,649,000 | +8.3% | 148,165 | +8.5% | 6.16% | -17.2% |
| Q1 2020 | $7,066,000 | -3.9% | 136,597 | -6.2% | 7.44% | +33.2% |
| Q4 2019 | $7,353,000 | +10.2% | 145,677 | +10.5% | 5.59% | -3.5% |
| Q3 2019 | $6,670,000 | – | 131,860 | – | 5.79% | – |
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% |