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 | $2,357,840 | -14.3% | 49,234 | -14.0% | 0.08% | -21.3% |
| Q2 2023 | $2,751,235 | -27.6% | 57,246 | -26.5% | 0.11% | -32.5% |
| Q1 2023 | $3,802,541 | +815.9% | 77,937 | +805.6% | 0.16% | +788.9% |
| Q4 2022 | $415,167 | +22.5% | 8,606 | +22.6% | 0.02% | +12.5% |
| Q3 2022 | $339,000 | -2.6% | 7,017 | -0.9% | 0.02% | -5.9% |
| Q2 2022 | $348,000 | -0.9% | 7,078 | +2.4% | 0.02% | +13.3% |
| Q4 2021 | $351,000 | -14.2% | 6,911 | -13.5% | 0.02% | -21.1% |
| Q3 2021 | $409,000 | -13.0% | 7,986 | -13.0% | 0.02% | -17.4% |
| Q2 2021 | $470,000 | +5.4% | 9,182 | +5.6% | 0.02% | -8.0% |
| Q1 2021 | $446,000 | -27.4% | 8,691 | -27.3% | 0.02% | -43.2% |
| Q4 2020 | $614,000 | -85.2% | 11,957 | -85.1% | 0.04% | -88.1% |
| Q3 2020 | $4,135,000 | -3.5% | 80,292 | -3.2% | 0.37% | -13.8% |
| Q2 2020 | $4,284,000 | +10.6% | 82,966 | +10.8% | 0.43% | -18.0% |
| Q1 2020 | $3,875,000 | -22.4% | 74,912 | -24.2% | 0.52% | -16.5% |
| Q4 2019 | $4,991,000 | +51.6% | 98,872 | +51.9% | 0.63% | +21.1% |
| Q3 2019 | $3,292,000 | +42.8% | 65,080 | +42.8% | 0.52% | +33.6% |
| Q2 2019 | $2,306,000 | +10.1% | 45,584 | +9.3% | 0.39% | +21.7% |
| Q1 2019 | $2,094,000 | +13.6% | 41,713 | +12.9% | 0.32% | -21.1% |
| Q4 2018 | $1,844,000 | +20.8% | 36,938 | +20.0% | 0.40% | +30.4% |
| Q3 2018 | $1,526,000 | -42.9% | 30,783 | -42.7% | 0.31% | -51.6% |
| Q2 2018 | $2,673,000 | +108.7% | 53,733 | +109.1% | 0.64% | +100.6% |
| Q1 2018 | $1,281,000 | +0.2% | 25,694 | +0.6% | 0.32% | -30.3% |
| Q4 2017 | $1,278,000 | +4.2% | 25,538 | +5.0% | 0.46% | -15.4% |
| Q3 2017 | $1,226,000 | +2.5% | 24,322 | +2.5% | 0.54% | -12.5% |
| Q2 2017 | $1,196,000 | +0.4% | 23,730 | +0.6% | 0.62% | -12.7% |
| Q1 2017 | $1,191,000 | – | 23,594 | – | 0.71% | – |
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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% |