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 | $19,443 | -0.4% | 406 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $19,512 | -99.2% | 406 | -99.2% | 0.00% | -99.5% |
| Q1 2023 | $2,424,521 | -37.6% | 49,693 | -38.3% | 0.19% | -37.3% |
| Q4 2022 | $3,885,346 | -43.6% | 80,542 | -43.6% | 0.30% | -46.8% |
| Q3 2022 | $6,886,000 | -1.9% | 142,694 | 0.0% | 0.56% | +0.2% |
| Q2 2022 | $7,019,000 | -0.7% | 142,694 | 0.0% | 0.56% | +20.6% |
| Q1 2022 | $7,069,000 | -2.6% | 142,694 | 0.0% | 0.47% | -14.3% |
| Q4 2021 | $7,256,000 | -0.7% | 142,694 | 0.0% | 0.54% | -14.3% |
| Q3 2021 | $7,305,000 | -0.1% | 142,694 | 0.0% | 0.64% | +3.9% |
| Q2 2021 | $7,309,000 | +120.1% | 142,694 | +120.4% | 0.61% | +136.3% |
| Q1 2021 | $3,321,000 | +150.5% | 64,730 | +150.8% | 0.26% | +142.1% |
| Q4 2020 | $1,326,000 | -65.5% | 25,805 | -65.4% | 0.11% | -70.0% |
| Q3 2020 | $3,839,000 | -61.1% | 74,542 | -61.0% | 0.36% | -63.9% |
| Q2 2020 | $9,864,000 | +1.7% | 191,050 | 0.0% | 0.99% | +10.6% |
| Q1 2020 | $9,702,000 | – | 191,050 | – | 0.90% | – |
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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% |