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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,340 | -0.4% | 28 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,345 | -1.5% | 28 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,366 | +1.1% | 28 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,351 | -97.0% | 28 | -97.0% | 0.00% | -97.1% |
| Q3 2022 | $45,000 | -2.2% | 929 | +0.4% | 0.04% | +6.1% |
| Q2 2022 | $46,000 | 0.0% | 925 | 0.0% | 0.03% | +17.9% |
| Q1 2022 | $46,000 | -75.0% | 925 | -74.4% | 0.03% | -74.1% |
| Q4 2021 | $184,000 | -0.5% | 3,618 | 0.0% | 0.11% | -4.4% |
| Q3 2021 | $185,000 | 0.0% | 3,618 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $185,000 | -16.7% | 3,618 | -16.2% | 0.11% | -18.1% |
| Q1 2021 | $222,000 | -14.0% | 4,318 | -14.0% | 0.14% | -12.7% |
| Q4 2020 | $258,000 | -0.4% | 5,021 | 0.0% | 0.16% | -12.7% |
| Q3 2020 | $259,000 | +12.6% | 5,021 | +12.8% | 0.18% | -23.3% |
| Q2 2020 | $230,000 | 0.0% | 4,452 | 0.0% | 0.24% | -1.3% |
| Q1 2020 | $230,000 | +79.7% | 4,452 | +75.8% | 0.24% | +141.4% |
| Q4 2019 | $128,000 | – | 2,532 | – | 0.10% | – |
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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% |