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 | $1,488 | +0.6% | 31 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $1,479 | +1.0% | 31 | +3.3% | 0.00% | 0.0% |
Q4 2022 | $1,464 | +46.4% | 30 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $1,000 | -50.0% | 30 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $2,000 | -33.3% | 30 | -50.0% | 0.00% | -50.0% |
Q4 2020 | $3,000 | -40.0% | 60 | -33.3% | 0.00% | -50.0% |
Q3 2020 | $5,000 | -16.7% | 90 | -21.1% | 0.00% | -33.3% |
Q2 2020 | $6,000 | -14.3% | 114 | -16.8% | 0.01% | -25.0% |
Q1 2020 | $7,000 | 0.0% | 137 | +0.7% | 0.01% | +14.3% |
Q4 2019 | $7,000 | – | 136 | – | 0.01% | – |
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% |