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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $19,854,857 | -0.1% | 407,781 | -0.2% | 3.07% | -0.5% |
| Q4 2022 | $19,866,319 | +6.4% | 408,772 | +5.4% | 3.09% | -3.4% |
| Q3 2022 | $18,668,000 | +97.1% | 387,948 | +100.9% | 3.20% | +118.3% |
| Q2 2022 | $9,470,000 | +3077.9% | 193,061 | +3227.5% | 1.47% | +2719.2% |
| Q1 2021 | $298,000 | -75.5% | 5,802 | -75.4% | 0.05% | -85.6% |
| Q2 2020 | $1,218,000 | +308.7% | 23,613 | +299.8% | 0.36% | +223.2% |
| Q4 2019 | $298,000 | -84.5% | 5,906 | -84.5% | 0.11% | -87.1% |
| Q3 2019 | $1,928,000 | -10.0% | 38,124 | -10.2% | 0.87% | -21.1% |
| Q2 2019 | $2,142,000 | -63.2% | 42,445 | -63.5% | 1.10% | -62.3% |
| Q1 2019 | $5,822,000 | -83.1% | 116,339 | -83.2% | 2.92% | -84.9% |
| Q4 2018 | $34,463,000 | +203.7% | 690,508 | +201.3% | 19.38% | +235.2% |
| Q3 2018 | $11,347,000 | +77.5% | 229,185 | +78.3% | 5.78% | +55.1% |
| Q2 2018 | $6,392,000 | -32.8% | 128,510 | -32.7% | 3.73% | -39.0% |
| Q1 2018 | $9,510,000 | +156.1% | 190,973 | +157.3% | 6.11% | +123.7% |
| Q4 2017 | $3,713,000 | -52.0% | 74,223 | -51.6% | 2.73% | -59.6% |
| Q3 2017 | $7,733,000 | +159.7% | 153,441 | +160.0% | 6.77% | +59.7% |
| Q2 2017 | $2,978,000 | – | 59,016 | – | 4.24% | – |
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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% |