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 | $576 | +55.3% | 12,028 | +56.0% | 0.09% | +62.5% |
| Q2 2023 | $371 | +6.9% | 7,709 | +8.3% | 0.06% | +3.7% |
| Q1 2023 | $347 | +0.3% | 7,117 | -0.9% | 0.05% | -5.3% |
| Q4 2022 | $346 | -99.9% | 7,179 | -33.2% | 0.06% | -41.2% |
| Q3 2022 | $519,000 | -1.7% | 10,753 | +0.2% | 0.10% | +2.1% |
| Q2 2022 | $528,000 | +50.0% | 10,730 | +51.2% | 0.10% | +50.8% |
| Q1 2022 | $352,000 | -3.6% | 7,096 | -1.2% | 0.06% | -10.0% |
| Q4 2021 | $365,000 | -1.6% | 7,184 | -0.8% | 0.07% | -10.3% |
| Q3 2021 | $371,000 | +21.2% | 7,239 | +21.1% | 0.08% | +18.2% |
| Q2 2021 | $306,000 | -2.2% | 5,978 | -2.1% | 0.07% | -10.8% |
| Q1 2021 | $313,000 | -2.5% | 6,108 | -2.1% | 0.07% | -6.3% |
| Q4 2020 | $321,000 | -22.7% | 6,242 | -22.5% | 0.08% | -28.2% |
| Q3 2020 | $415,000 | -3.0% | 8,058 | -2.7% | 0.11% | -10.6% |
| Q2 2020 | $428,000 | -38.5% | 8,281 | -38.4% | 0.12% | -43.6% |
| Q1 2020 | $696,000 | -85.5% | 13,446 | -85.8% | 0.22% | -81.9% |
| Q4 2019 | $4,784,000 | -6.0% | 94,770 | -5.8% | 1.20% | -8.2% |
| Q3 2019 | $5,092,000 | -41.1% | 100,646 | -41.1% | 1.31% | -42.9% |
| Q2 2019 | $8,644,000 | -58.1% | 170,863 | -58.5% | 2.30% | -54.2% |
| Q1 2019 | $20,642,000 | +59.9% | 411,746 | +59.2% | 5.02% | +39.4% |
| Q4 2018 | $12,911,000 | +3.2% | 258,693 | +2.5% | 3.61% | -0.9% |
| Q3 2018 | $12,507,000 | – | 252,302 | – | 3.64% | – |
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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% |