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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $763,972 | -65.1% | 15,896 | -64.6% | 0.21% | -67.2% |
| Q1 2023 | $2,189,310 | -1.3% | 44,872 | -2.4% | 0.64% | -11.3% |
| Q4 2022 | $2,217,891 | -9.7% | 45,976 | -9.7% | 0.72% | -19.1% |
| Q3 2022 | $2,457,000 | -1.6% | 50,919 | +0.3% | 0.89% | -4.2% |
| Q2 2022 | $2,496,000 | +1.4% | 50,742 | +2.1% | 0.93% | +15.9% |
| Q1 2022 | $2,461,000 | +7.4% | 49,685 | +10.2% | 0.80% | +10.0% |
| Q4 2021 | $2,292,000 | -1.2% | 45,069 | -0.5% | 0.73% | -8.6% |
| Q3 2021 | $2,319,000 | +5.6% | 45,304 | +5.7% | 0.80% | -1.0% |
| Q2 2021 | $2,196,000 | +11.3% | 42,876 | +11.5% | 0.80% | -4.9% |
| Q1 2021 | $1,973,000 | +16.9% | 38,449 | +17.1% | 0.84% | +7.9% |
| Q4 2020 | $1,688,000 | +10.5% | 32,843 | +10.8% | 0.78% | -3.2% |
| Q3 2020 | $1,527,000 | +12.4% | 29,647 | +12.7% | 0.81% | +1.9% |
| Q2 2020 | $1,358,000 | +39.0% | 26,312 | +39.4% | 0.79% | -8.4% |
| Q1 2020 | $977,000 | +11.3% | 18,881 | +8.5% | 0.87% | -16.7% |
| Q4 2019 | $878,000 | +13.9% | 17,399 | +14.5% | 1.04% | -4.0% |
| Q3 2019 | $771,000 | 0.0% | 15,190 | 0.0% | 1.08% | 0.0% |
| Q2 2019 | $771,000 | – | 15,190 | – | 1.08% | – |
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% |