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 | $275,320 | -24.8% | 5,749 | -24.6% | 0.02% | -24.1% |
| Q2 2023 | $366,217 | -38.6% | 7,620 | -37.7% | 0.03% | -43.1% |
| Q1 2023 | $596,604 | +93705.7% | 12,228 | -7.2% | 0.05% | -13.6% |
| Q4 2022 | $636 | -99.9% | 13,178 | +36.2% | 0.06% | +20.4% |
| Q3 2022 | $467,000 | +19.7% | 9,678 | +22.1% | 0.05% | +40.0% |
| Q2 2022 | $390,000 | +34.9% | 7,924 | +35.7% | 0.04% | +52.2% |
| Q1 2022 | $289,000 | -46.2% | 5,841 | -44.7% | 0.02% | -47.7% |
| Q4 2021 | $537,000 | +1.3% | 10,566 | +2.4% | 0.04% | -25.4% |
| Q4 2020 | $530,000 | -36.3% | 10,322 | -36.1% | 0.06% | -49.6% |
| Q3 2020 | $832,000 | -54.4% | 16,157 | -54.3% | 0.12% | -57.9% |
| Q2 2020 | $1,826,000 | -58.3% | 35,376 | -58.2% | 0.28% | -66.3% |
| Q1 2020 | $4,379,000 | – | 84,652 | – | 0.82% | – |
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% |