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 | $4,481,974 | +154.6% | 91,811 | +150.6% | 0.01% | +133.3% |
| Q2 2023 | $1,760,486 | +48.6% | 36,631 | +50.8% | 0.00% | +50.0% |
| Q1 2023 | $1,184,865 | -2.6% | 24,285 | -3.7% | 0.00% | 0.0% |
| Q4 2022 | $1,216,372 | +172.7% | 25,215 | +172.8% | 0.00% | +100.0% |
| Q3 2022 | $446,000 | +203.4% | 9,244 | +208.1% | 0.00% | – |
| Q2 2022 | $147,000 | -2.6% | 3,000 | -1.1% | 0.00% | – |
| Q1 2022 | $151,000 | -15.6% | 3,034 | -13.9% | 0.00% | – |
| Q4 2021 | $179,000 | +1.7% | 3,524 | +2.4% | 0.00% | – |
| Q3 2021 | $176,000 | -27.3% | 3,440 | -27.3% | 0.00% | – |
| Q2 2021 | $242,000 | +36.0% | 4,735 | +36.2% | 0.00% | – |
| Q1 2021 | $178,000 | -11.0% | 3,476 | -10.7% | 0.00% | – |
| Q4 2020 | $200,000 | -4.3% | 3,892 | -4.2% | 0.00% | -100.0% |
| Q3 2020 | $209,000 | +20.8% | 4,061 | +20.8% | 0.00% | – |
| Q2 2020 | $173,000 | +476.7% | 3,361 | +474.5% | 0.00% | – |
| Q1 2020 | $30,000 | -71.2% | 585 | -71.6% | 0.00% | – |
| Q4 2019 | $104,000 | -59.4% | 2,061 | -59.3% | 0.00% | -100.0% |
| Q3 2019 | $256,000 | +848.1% | 5,058 | +858.0% | 0.00% | – |
| Q2 2019 | $27,000 | 0.0% | 528 | 0.0% | 0.00% | – |
| Q1 2019 | $27,000 | -25.0% | 528 | -26.6% | 0.00% | – |
| Q4 2018 | $36,000 | -60.4% | 719 | -60.7% | 0.00% | – |
| Q3 2018 | $91,000 | -22.2% | 1,830 | -22.4% | 0.00% | – |
| Q2 2018 | $117,000 | -19.3% | 2,359 | -19.1% | 0.00% | – |
| Q1 2018 | $145,000 | -0.7% | 2,915 | 0.0% | 0.00% | – |
| Q4 2017 | $146,000 | +231.8% | 2,915 | +232.4% | 0.00% | – |
| Q3 2017 | $44,000 | -24.1% | 877 | -23.2% | 0.00% | – |
| Q2 2017 | $58,000 | -3.3% | 1,142 | -3.4% | 0.00% | – |
| Q1 2017 | $60,000 | 0.0% | 1,182 | 0.0% | 0.00% | – |
| Q4 2016 | $60,000 | – | 1,182 | – | 0.00% | – |
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% |