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 | $455,578 | +1.2% | 9,513 | +1.6% | 0.25% | +6.5% |
| Q2 2023 | $450,175 | -0.3% | 9,367 | +1.3% | 0.23% | -4.1% |
| Q1 2023 | $451,370 | +103188.3% | 9,251 | +2.2% | 0.24% | +3.9% |
| Q4 2022 | $437 | -99.9% | 9,052 | -0.1% | 0.23% | -6.8% |
| Q3 2022 | $437,000 | -10.5% | 9,065 | -8.5% | 0.25% | -3.8% |
| Q2 2022 | $488,000 | -17.4% | 9,912 | -16.9% | 0.26% | -4.1% |
| Q1 2022 | $591,000 | -18.3% | 11,925 | -16.1% | 0.27% | -20.8% |
| Q4 2021 | $723,000 | 0.0% | 14,213 | +0.6% | 0.34% | -6.3% |
| Q3 2021 | $723,000 | +13.1% | 14,131 | +13.2% | 0.36% | +12.0% |
| Q2 2021 | $639,000 | -31.9% | 12,479 | -31.8% | 0.33% | -36.9% |
| Q1 2021 | $938,000 | +67.2% | 18,289 | +67.3% | 0.52% | +55.3% |
| Q4 2020 | $561,000 | +50.0% | 10,931 | +50.3% | 0.33% | +27.6% |
| Q3 2020 | $374,000 | +11.3% | 7,275 | +11.5% | 0.26% | +2.0% |
| Q2 2020 | $336,000 | +31.8% | 6,524 | +28.9% | 0.26% | +0.4% |
| Q4 2019 | $255,000 | -43.5% | 5,060 | -43.3% | 0.26% | -41.2% |
| Q3 2019 | $451,000 | +13.9% | 8,927 | +13.9% | 0.43% | +9.9% |
| Q2 2019 | $396,000 | – | 7,840 | – | 0.40% | – |
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% |